Glen Alan Coral

Current Employers

Employment History

• 07/1982 → Present
  Self Employed
  West Chester, PA
• 08/2012 → Present
  Turning Point Wealth Strategies, Llc
  West Chester, PA
• 03/2016 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 03/2016 → Present
  Jkj Financial Services
  Newtown, PA
• 11/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2015-07-22 → 2016-03-16
  Lincoln Investment
  West Chester, PA
  Horsham, PA
• 2012-03-27 → 2012-11-05
  Cbiz Financial Solutions, Inc.
  Plymouth Meeting, PA
• 2005-01-11 → 2012-03-19
  Cbiz Financial Solutions, Inc.
  Plymouth Meeting, PA
  Plymouth Meeting, PA

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-02-23

Designations

Other Names

• Glen A Coral