Edward Jones
45yrs
Top advisor by experience in Littleton
45yrs
James Oneill Lunney
Financial advisor at LPL Financial
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% by experience in Littleton
Office7761 Shaffer Parkway Suite 100, Littleton, CO 80127
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 1999 – 2012James O. Lunney, CFPPreviously
- 1995 – nowLPL Financial LLCCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call LPL Financial at 704-733-3300 and ask for James Oneill Lunney. James works from the Littleton, CO office.
How long has James been a financial advisor?
James has been in the industry since 1982, about 45 years. Top 1% by experience in Littleton.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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