BS
BS

Brian Connor Suprenant

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

109 Pheasant Run, Newtown, PA, 18940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is affiliated with JKJ Financial as an associate, prospecting and servicing clients with fixed life insurance products. He is also an associate with M Holdings Securities, Inc., and an Investment Advisory Representative with LRI Investments, LLC, dedicating full-time hours to each role.

Employment History
Current Registrations
Lri Investments
November 2024 - Present · 1 yr 3 mos
M Holdings Securities, INC.Broker
February 2023 - Present · 3 yrs
Previous Registrations
M Holdings Securities, INC.
February 2023 - July 2025 · 2 yrs 5 mos
M Holdings Securities, INC.Broker
October 2021 - January 2023 · 1 yr 3 mos
Hornor, Townsend & Kent, LLC
February 2021 - August 2021 · 6 mos
Hornor, Townsend & Kent, LLCBroker
December 2020 - August 2021 · 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.