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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 2,500 students have attended his seminars on Managing Rental Property.

 

 

        About Jerry Lucas

 

    • 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 license: life, health, annuities
    • Certified for long term care (LTC) insurance
    • Past Treasurer, Colorado Apartment Association
    • Graduate, H&R Block Tax School
    • Experienced user, TurboTax, TurboTax for Business and Quicken software
    • Graduate, Leadership Pikes Peak
    • Graduate, Dale Carnegie Program
    • Business knowledge- corporations, LLCs, Nevada, Wyoming, Colorado entities, trusts
    • Group leader, Advisor Financial Services borrowing group, Prosper.com personal loans
    • Real estate knowledge- investing, property management, 1031 exchange, tenant in common (TIC), trust deeds, Certified Mortgage Counselor
    • 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, FrontPage software
    • 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
    • President's Award, AACS
    • Ethel Horton Award for Outstanding Dedication, AACS
    • Honorary Membership Award, AAMD

    • Multiple foreign language studies including Spanish, Russian, Chinese and Arabic

 
 
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