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Colorado Springs
(719) 591-0433
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About
Us: ACT Financial Services, LLC, doing
business as Advisor Financial Services, is an
independent fee-based Registered Investment
Advisor (RIA) firm, 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 began investing at a young age, retired early from
the corporate world of engineering and decided to
use his extensive financial knowledge to help other people achieve
their financial goals.
Jerry
has over 25 years of experience investing in
stocks, options, mutual funds, oil and gas, and real
estate. He gained financial industry
experience working for 4 years for several other
financial firms before founding Advisor Financial
Services. He has been a member of the Financial
Planning Association (FPA) and has served on
the board of the local chapter as Secretary and
Webmaster. He has received numerous awards
for his leadership and volunteer work in the
community. Over 3,000 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
- Volunteer, "Ask a Financial Advisor", KKTV call-in program
- Securities licenses earned: Series 6, 63, 65
- Colorado insurance licenses: life, health,
accident, annuities
- Certified for long term care (LTC) insurance
- Currently studying for Colorado insurance
licenses: property and casualty (P&C)
- 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, Nevada,
Wyoming, Colorado entities, trusts
- Real estate knowledge- investing, property management, 1031 exchange, tenant in
common (TIC), trust deeds
- 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, QuoteTracker, MetaStock 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 over
3,000 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