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ADVISOR FINANCIAL SERVICES


Insurance, Annuities, Small Business Consulting

 About Us

                       

About Us:  ACT Financial Services, LLC, doing business as Advisor Financial Services, was 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 retired from the corporate world of engineering and decided to use his extensive knowledge to help other people achieve their goals.

 

 

Jerry has over 25 years of experience real estate investing.  He has received numerous awards for his leadership and volunteer work in the community.  Many students have attended his seminars on Managing Rental Property.

 

 

        About Jerry Lucas

 

    • Colorado Notary Public
    • Colorado Notary Training Instructor
    • Member, National Notary Association (NNA)
    • NNA Certified Trusted Notary
    • Past Member, Financial Planning Association (FPA)
    • Past Member, FPA of Colorado
    • Past Board Member, Secretary and Webmaster, FPA of Southern Colorado
    • Past volunteer, "Ask a Financial Advisor", KKTV call-in program
    • Past securities licenses earned: Series 6, 63, 65
    • Colorado insurance licenses: life, health, accident, annuities
    • Past Treasurer, Colorado Apartment Association
    • Graduate, H&R Block Tax School
    • Experience with TurboTax, TurboTax for Business and Quicken software
    • Graduate, Leadership Pikes Peak
    • Graduate, Dale Carnegie Program
    • Business knowledge- corporations, LLCs, trusts
    • Real estate knowledge- investing, property management, 1031 exchange, trust deeds, tax liens
    • 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 technical analysis software for stocks and mutual funds
    • Developer, Market Tracker Wizardô computer model for investing
    • Experienced webmaster, HTML, e-commerce and eBay knowledge
    • Experienced user, Microsoft Office, OpenOffice, FrontPage software
    • Computer skills, Information Technology (IT) skills, and technical knowledge of PCs
    • 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 thousands of 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
    • Graduate CERT Training (Citizen Emergency Response Training), CS Office of Emergency Management
    • 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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Copyright © 2001-2015 Advisor Financial Services (LLC), Colorado Springs, Colorado.   All Rights Reserved.    Last update 03/29/15