Gary grew up in Miles City, Montana and graduated from Custer County High School in 1984. He later earned a degree in Business Administration from Carroll College in Helena, Montana. Shortly after college, Gary earned his CPA certificate (currently inactive status). Gary has more than 25 years of financial industry experience, starting as acredit analyst for a large regional bank in Lincoln, Nebraska in 1988. Gary also worked at D.A. Davidson & Co.’s money management division from 1990 to 1998, where he was a Senior Portfolio Manager responsible for investment research, security selection, and client service. Gary joined Stockman Bank of Montana in 1998 as a Senior Vice President and


Gary Lucas
Principal
Allied Investment Advisors LLC
United States, Montana, Billings
About Me
Profile Information
Principal
Allied Investment Advisors LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Billings
Montana
United States
Sep 7, 2025
Work Experience
Allied Investment Advisors LLC
Principal Present
Email: glucas@alliedinvest.net
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