Gary Robert Lucas
Directeur Général chez Allied Investment Advisors LLC
Profil
Gary Robert Lucas is currently a Principal at Allied Investment Advisors LLC since 2011.
Prior to this, he was the Chief Executive Officer at Stockman Wealth Management, Inc. Mr. Lucas completed his undergraduate degree from Carroll College (Montana) in 1988.
Postes actifs de Gary Robert Lucas
| Sociétés | Poste | Début |
|---|---|---|
Allied Investment Advisors LLC
 Allied Investment Advisors LLC Investment ManagersFinance Allied Investment Advisors LLC provides investment advice. The American company was founded in 2011. Gary Robert Lucas has been the CEO of the private company since 2011. | Directeur Général | 01/09/2011 |
Anciens postes connus de Gary Robert Lucas
| Sociétés | Poste | Fin |
|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | President | - |
Formation de Gary Robert Lucas
| Carroll College (Montana) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Finance |
Allied Investment Advisors LLC
Allied Investment Advisors LLC Investment ManagersFinance Allied Investment Advisors LLC provides investment advice. The American company was founded in 2011. Gary Robert Lucas has been the CEO of the private company since 2011. | Finance |