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Speaking Engagements and Consulting

James O. Lunney brings twenty-five years of investment wisdom and common sense experience to the front of the room.  Jim’s entertaining fast paced presentation helps people understand what causes change in our economy, what’s next, how to identify what’s next and what you can do to prepare.  His positive message and dynamic speaking skills inspire audiences to see the future of their businesses and lifestyle in a new light.

  • Fees:  Please contact our office directly
  • Fees are exclusive of expenses
  • Expenses include hotel, meals, ground transportation and first class airfare
  • Discounts available for Charitable and Public Education Organizations

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Important Consumer Information

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, KY, MI, MO, MT, NE, NH, NM, OH, OK, OR, PA, SC, TX, VA, WA and WY. No offers may be made or accepted from any resident outside these states.

A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities offered through LPL Financial Member FINRA/SIPC

 

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