Lara, May & Associates, LLC (“LMA”) may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. LMA’s website is limited to the dissemination of general information pertaining to its broker dealer and/or advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LMA’s website on the Internet should not be construed by any consumer and/or prospective client as LMA’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by LMA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the current registration status of LMA or that of an LMA broker agent or investment advisor representative, please review the complete BrokerCheck report available at FINRA’s BrokerCheck.
Certain portions of LMA’s website (i.e. market letters, commentaries, etc.) may contain a discussion of, and/or provide access to the opinions of other investment and non-investment professionals as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current opinion(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an LMA representative, or from any other investment professional. LMA representatives are neither attorneys nor accountants, and no portion of the website content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to LMA’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LMA, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her access to LMA’s website, to release and hold harmless LMA, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her actions and/or omissions which are independent of his/her receipt of personalized individual advice from LMA.
This site may contain links to other Websites, including links to the Websites of companies that provide related information, products and services. These links are solely for the convenience of visitors to this site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Any opinions, advice, statements, or other information made available through such links are those of the respective authors. When you access one of these websites you are leaving LMA’s website. LMA assumes no responsibility for any material outside of LMA’s World Wide Web pages which may be accessed through any such link.
Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.
LMA uses Form ADV to register as an investment advisor with the Securities and Exchange Commission (SEC). The use of the terms “registered investment adviser” or “registered” by us does not imply by itself any level of skill or training. The Form ADV has two parts. Part 1 contains information about the advisor’s education, business and disciplinary history within the last ten years. Part 2 includes information on an advisor’s services, fees, investment strategies and important disclosures. In addition, Supplements will be provided on your LMA investment advisor representative and for those individuals managing your account. Firms may also provide a WRAP Brochure for programs where clients pay one fee for investment advisory and management services and custodial transaction charges, such the term implies the fees are wrapped into one annual fee. Before you hire your investment advisor, always ask for, and carefully read, the advisor’s Form ADV 2A Brochure or WRAP Brochure. Contact us to request a copy of Lara, May & Associates, LLC’s Form ADV Part 2A Brochure or LMA ADV Wrap Program Brochure 2-2018 Wrap Program Brochure visit the SEC’s IARD website for the most recently filed brochures.