Glen Coral is a ChFC-designated registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 43 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other 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
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Lincoln Investment Planning, LLC
Lincoln InvestmentBroker
CBIZ Retirement Plan Services
CBIZ Financial Solutions, INC.Broker
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Services
NFP Securities, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations7 states
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.