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      ADVISOR INSURANCE SERVICES  

      Colorado Insurance Agent / Broker   

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Colorado Springs
(719) 591-0433




 

 


 

 

 

 

 

 

 

 

 

 

About Us:  Jerry Lucas, dba (doing business as) Advisor Insurance Services, is an independent insurance agent/broker offering life, health and long term care insurance and annuities to Colorado residents only.  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 (LLC), a Colorado Registered Investment Advisor firm.  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 3,000 students have attended his seminars on Managing Rental Property.

 

 

        About Jerry Lucas

 

    • Colorado Notary Public
    • Member, National Notary Association (NNA)
    • Member, National Association of Legal Document Preparers (NALDP)
    • 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, long term care, 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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Copyright © 2007-2009 Advisor Insurance Services.  All Rights Reserved.  AdvisorInsuranceServices.com is a trademark of Advisor Insurance Services. AdvisorFinancialServices.com and Advisor Financial Services logo are trademarks of Advisor Financial Services (LLC)         Last update 12/12/09 11:28 AM
Advisor Financial Services (LLC) is a fee-based Colorado Financial Planner, Financial Advisor, Registered Investment Advisor firm located in Colorado Springs, Colorado.
For assistance or more information, please call Jerry Lucas at (719) 591-0433 or Toll-Free at (888) 758-9654 or send email to Jerry_Lucas@msn.com
  Webmaster: Jerry_Lucas@msn.com
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