CoverProfile

Gary Lucas

Principal

Allied Investment Advisors LLC

United States, Montana, Billings

About Me

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

View more

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

More profiles to browse

Profile Photo
Ty Elkin
Managing Director and Senior Relationship Manager
GG
Gabe Gundlach
CFA / Principal
Profile Photo
Eric Vermulm
Chief Investment Officer / Chief Operating Officer
Profile Photo
Erika Ferris
Relationship Manager & Investment Advisor Representative

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation