Brian K Lureen, CFP, ChFC

Overview

Brian K Lureen is an insurance agent, a registered representative and an investment adviser representative based in Malvern, PA, with 39 years in the industry.

Years in the industry

39

States registered

6

Carrier appointments

23

Exams passed

15

Contact

2 business emails and 1 phone number on file

Registrations and licenses

• Registered in 6 states

• Producer
• Series 14
• Series 24
• Series 27
• Series 4
• Series 50
• Series 52TO
• Series 53
• Series 54
• Series 6
• Series 63
• Series 65
• Series 7
• Series 79TO
• Series 99TO
• SIE

4 lines of authority, with every state and its dates

Firms

• Heritage Financial Systems, LLCCurrent firm
• Heritage Advisory Services, Inc.Current firm
• Heritage Financial Systems IncCurrent firm

Employment history since 1987

Carriers

23 active carrier appointments

Book and practice

Firm assets under management on file