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ChFC
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ChFC

Glen Coral

Lri Investments
43 Years of Experience
Newtown, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Glen Coral is a ChFC-designated registered investment advisor at Lri Investments, based in Newtown, PA, with 43 years of industry experience. Glen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B in assets under management.

Lri Investments
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
582 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

109 Pheasant Run, Newtown, PA, 18940

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glen is the President and Sole Managing Member of Turning Point Wealth Strategies, LLC, focusing on individual and group insurance consulting, sales, and service of non-variable products. He also works as a Marketer for JKJ Financial Services and M Holdings Securities, Inc., selling insurance and investment products, and as an Investment Advisory Representative for LRI Investments, LLC, providing investment advisory services.

Employment History
Current Registrations
Lri Investments
November 2024 - Present · 1 yr 11 mos
M Holdings Securities, INC.
March 2016 - Present · 10 yrs 7 mos
M Holdings Securities, INC.Broker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
M Holdings Securities, INC.
March 2016 - July 2025 · 9 yrs 4 mos
Lincoln Investment Planning, LLC
July 2015 - March 2016 · 8 mos
Lincoln InvestmentBroker
November 2014 - March 2016 · 1 yr 4 mos
CBIZ Retirement Plan Services
March 2012 - November 2012 · 8 mos
CBIZ Financial Solutions, INC.Broker
March 2012 - November 2012 · 8 mos
CBIZ Financial Solutions, INC.Broker
January 2006 - March 2012 · 6 yrs 2 mos
CBIZ Retirement Plan Services
January 2005 - March 2012 · 7 yrs 2 mos
NFP Securities, INC.Broker
July 1998 - December 2005 · 7 yrs 5 mos
MML Investors Services, INC.Broker
March 1996 - July 1998 · 2 yrs 4 mos
G. R. Phelps & CO., INC.Broker
April 1986 - March 1996 · 9 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1980 - June 1986 · 5 yrs 7 mos
John Hancock Distributors, INC.Broker
November 1980 - April 1986 · 5 yrs 5 mos
State Registrations7 states
DEFLMAMDNJOHPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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