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About
Us: ACT Financial Services, LLC, doing
business as Advisor Financial Services, was founded in 1998 by Jerry Lucas.
Jerry is a former Principal Computer Design
Engineer and worked for Digital Equipment
Corporation for 23 years (acquired by Hewlett
Packard/COMPAQ). Jerry retired from
the corporate world of engineering and decided to
use his extensive knowledge to help other people achieve
their goals.
Jerry
has over 25 years of experience real estate investing. He has received numerous awards
for his leadership and volunteer work in the
community. Many students have attended his seminars on Managing
Rental Property.
About Jerry Lucas
- Colorado Notary Public
- Colorado Notary Training Instructor
- Member, National Notary Association (NNA)
- NNA Certified Trusted Notary
- Past Member, Financial Planning Association (FPA)
- Past Member, FPA of Colorado
- Past Board Member, Secretary and Webmaster, FPA of Southern Colorado
- Past volunteer, "Ask a Financial Advisor", KKTV call-in program
- Past securities licenses earned: Series 6, 63, 65
- Colorado insurance licenses: life, health,
accident, annuities
- Past Treasurer, Colorado Apartment Association
- Graduate, H&R Block Tax School
- Experience with TurboTax, TurboTax for Business and Quicken software
- Graduate, Leadership Pikes Peak
- Graduate, Dale Carnegie Program
- Business knowledge- corporations, LLCs, trusts
- Real estate knowledge- investing, property management, 1031 exchange, trust deeds,
tax liens
- Graduate, Pristine Trading Method, professional stock trading strategies
- Graduate, Optionetics training, professional options trading strategies
- Seminar
graduate, Denver Trading Group, technical analysis trading strategies
- Experienced user, TeleChart
(TC2000/TC2007), ChartSmart technical analysis software for stocks and mutual
funds
- Developer, Market Tracker Wizard™ computer model for investing
- Experienced webmaster, HTML, e-commerce and
eBay knowledge
- Experienced
user, Microsoft Office, OpenOffice, FrontPage software
- Computer skills, Information Technology (IT)
skills, and technical knowledge of PCs
- Former Principal Design Engineer, Digital Equipment Corporation
- Studied at University of Pittsburgh, University of Massachusetts, University
of Colorado
- Past President, Apartment Association of Colorado Springs (AACS)
- Past National Chairman, Independent Rental Owners Committee (IROC), National
Apartment Association
- Instructor: Colorado Free University (Denver), AACS, Apartment Association
of Metro Denver (AAMD), Colorado Springs School District 11, Colorado
Springs Police Department (CSPD)
- Taught award-winning classes and seminars to
thousands of students
- Advisor, Colorado Springs Police Department (CSPD)
- Volunteer, as McGruff the Crime Dog, for CSPD
- Community Crime Prevention awards, CSPD
- Outstanding Public Service Award, CSPD
- Graduate
CERT Training (Citizen Emergency Response Training), CS Office
of Emergency Management
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ADVISOR FINANCIAL SERVICES