Unclaimed Profile

Gary Robert Lucas

ALLIED INVESTMENT ADVISORS LLC·BILLINGS, Montana

Series 7, Series 63, Series 65Clean record23 years registeredALLIED INVESTMENT ADVISORS LLC

3409 TRANSTECH WAY, BILLINGS, MT 59102CRD# 2059364Firm CRD# 159103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Robert Lucas · BILLINGS, MT

Registration

CRD #2059364 · ALLIED INVESTMENT ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

ALLIED INVESTMENT ADVISORS LLC

Dec 2011 – present

DMKC ADVISORY SERVICES, LLC

Dec 2008 – Feb 2012

BILLINGS, MT

INVESTMENT MANAGEMENT GROUP

Mar 2003 – Dec 2008

BILLINGS, MT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 11, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIED INVESTMENT ADVISORS LLC

CRD 159103 · SEC 801-79202

AUM

$912M

Regulatory assets under management

Employees

1,893 client accounts

Services offered by ALLIED INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLIED INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Gary Robert Lucas offer?

Gary Robert Lucas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.

What are Gary Robert Lucas's credentials?

Gary Robert Lucas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Robert Lucas located?

Gary Robert Lucas is based in BILLINGS, Montana, working with ALLIED INVESTMENT ADVISORS LLC. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.

How does Gary Robert Lucas charge for services?

Gary Robert Lucas's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIED INVESTMENT ADVISORS LLC?

ALLIED INVESTMENT ADVISORS LLC has approximately 12 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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