Duncan B. Green

GREEN & DECKERT LLC

Lubbock, TX 79401-3598

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CRD#: 2581089

Professional summary

Duncan Bradley Green, who also goes by Brad Green, is a registered financial advisor currently at GREEN & DECKERT LLC located in Lubbock, Texas.

Duncan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Duncan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Green

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duncan Bradley Green's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2019 - Present

GREEN & DECKERT LLC

Office #1: 601 Main Street, Lubbock, TX 79401-3598

RIA

CRD#: 299006

Lubbock, TX

Past

October 25, 2019 - October 28, 2019

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

IRVING, TX

Past

February 23, 2005 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LUBBOCK, TX

Past

February 8, 1995 - May 13, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LUBBOCK, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREEN & DECKERT LLC

CRD#: 299006 / SEC#: 801-132254

RIA

Registered Investment Advisory firm - (6/5/2025 Approved)

Texas

Registered Investment Advisory firm - (6/6/2025 Termination Requested)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/4/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/7/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/7/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREEN & DECKERT LLC

CRD#: 299006 / SEC#: 801-132254

RIA

Registered Investment Advisory firm - (6/5/2025 Approved)

Texas

Registered Investment Advisory firm - (6/6/2025 Termination Requested)

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Contact information

Main Address

601 Main Street, Lubbock, TX 79401-3598

Mailing Address

Phone number

(806) 744-2689

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - GREEN & DECKERT LLC (2/24/2025)

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 113,031,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Duncan B. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duncan Bradley Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

GREEN & DECKERT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2005

Series 63

Date: 2/7/1995

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2004

Series 6

Date: 2/7/1995

Current Firm

GREEN & DECKERT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREEN & DECKERT LLC

TRUST BUT VERIFY

Contact information

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