Gary Lucas, financial advisor Billings MT

Gary Lucas

CRD Number: 2059364
Current Firm: Allied Investment Advisors LLC

Gary Lucas (CRD# 2059364) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Allied Investment Advisors LLC Billings, MT Sep 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Gary R. Lucas
Phone Number: 406-839-2037
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    912
    MILLIONS
  • Total Number of Accounts
    1,893
    ACCOUNTS
  • Average Account Value
    $481,686
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, MT, ND, NE, SD, TX, WA, WY

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