Duncan Bradley Green
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brad Green
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
Current Firm
GREEN & DECKERT LLC
Contact Information
Main Address
601 Main Street, Lubbock, TX 79401-3598Phone Number
(806) 744-2689# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
373AUM (Assets Under Management)
$132,796,346Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
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.
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
Primary Firm SEC Registration
GREEN & DECKERT LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1995About the Series 6 examSimilar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS
CRS (Client Relationship Summary) - RIA
Click below to view Duncan Bradley Green's CRS (Customer Relationship Summary).
Similar Advisors
JEFFERIES LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MEASURED RISK PORTFOLIOS


