Glen A. Coral

LRI INVESTMENTS

Newtown, PA 18940

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CRD#: 720017

Professional summary

Glen Alan Coral, who also goes by Glen A Coral, is a registered financial advisor currently at LRI INVESTMENTS located in Newtown, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Newtown, Pennsylvania.

Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Glen has worked at 9 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glen A Coral

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Turning Point Wealth Strategies, LLC; 1225 Gail Road, West Chester, PA 19380; 08/2012; President & Sole Managing Member; Individual and group insurance consulting, sales and service, non-variable products only; Investment Related; 30 hours/month; 30 hours/month during business hours; Commissions. 2) JKJ Financial Services; 109 Pheasant Run, Newtown, PA 18940; 03/2016; Marketer; Insurance and investment product sales; Investment Related; 140 hours/month; 140 hours/month during business hours; Expense Reimbursement, Commissions; advises clients and prospects on investment allocations. 3) M Holdings Securities, Inc.; investment-related; 1125 NW Couch Street, Suite 900, Portland, OR 97209; Insurance and investment product sales; Marketer; 03/2016 start date; 80 hours/month; 80 hours/month during securities trading hours; sale and service of variable/indexed life insurance and annuity products. 4) LRI Investments, LLC; 3825 PGA Blvd., Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment Related; Investment Advisory Representative; Providing investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Alan Coral's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 4, 2024 - Present

LRI INVESTMENTS

Office #1: 109 Pheasant Run, Newtown, PA 18940

RIA

CRD#: 323556

Newtown, PA

Current

March 8, 2016 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 109 Pheasant Run, Newtown, PA 18940

RIA

CRD#: 43285

Newtown, PA

Past

March 8, 2016 - July 2, 2025

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

July 22, 2015 - March 16, 2016

LINCOLN INVESTMENT

RIA

CRD#: 519

West Chester, PA

Past

November 3, 2014 - March 16, 2016

LINCOLN INVESTMENT

CRD#: 519

West Chester, PA

Past

March 27, 2012 - November 5, 2012

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

PLYMOUTH MEETING, PA

Past

March 27, 2012 - November 5, 2012

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

PLYMOUTH MEETING, PA

Past

January 13, 2006 - March 19, 2012

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

PLYMOUTH MEETING, PA

Past

January 11, 2005 - March 19, 2012

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

PLYMOUTH MEETING, PA

Past

July 30, 1998 - December 31, 2005

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

March 1, 1996 - July 27, 1998

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

April 4, 1986 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

Past

November 28, 1980 - April 8, 1986

SIGNATOR INVESTORS, INC.

CRD#: 468

Past

November 28, 1980 - June 18, 1986

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(3/8/2016)

Florida
(3/8/2016)

Maryland
(3/17/2016)

Massachusetts
(1/26/2023)

New Jersey
(3/8/2016)

Ohio
(3/8/2016)

Pennsylvania
(3/8/2016)

IAR

Pennsylvania
(11/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/23/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 6/28/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/25/1980

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 Approved)

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Contact information

Main Address

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 323-2265

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LRI INVESTMENTS, LLC DISCLOSURE BROCHURE (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,295
AUM (Assets Under Management)	$ 1,404,038,363

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Glen A. Coral

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Alan Coral's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

SIGNATOR INVESTORS, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

LRI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 63

Date: 2/23/1981

SIE

Date: 10/1/2018

Series 22

Date: 6/28/1982

Series 6

Date: 11/25/1980

FINRA

Current Firm

LRI INVESTMENTS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LRI INVESTMENTS

TRUST BUT VERIFY

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