Gary Robert Lucas
Chief Executive Officer at Allied Investment Advisors LLC
Gary Robert Lucas active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 2011-08-31 | - |
| Chief Investment Officer | 2011-08-31 | - | |
| Compliance Officer | 2011-08-31 | - | |
| Portfolio Manager-Equities | 2011-11-30 | - |
Career history of Gary Robert Lucas
Former positions of Gary Robert Lucas
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | - | - |
| Portfolio Manager-Equities | - | - | |
| Portfolio Manager-Fixed Income | - | - | |
| President | - | - |
Training of Gary Robert Lucas
| Carroll College (Montana) | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
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- Gary Robert Lucas
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