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Duncan Bradley Green

GREEN & DECKERT
LUBBOCK, TX
·CRD# 2581089·31 years experience

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

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brad Green

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

GREEN & DECKERT LLC·CRD# 299006
RIA
601 Main Street, Lubbock, TX 79401-3598
May 2, 2019 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Irving, TX
October 25, 2019 - October 28, 2019
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Lubbock, TX
February 23, 2005 - October 25, 2019
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Lubbock, TX
February 8, 1995 - May 13, 2019

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Current Firm

G&
GREEN & DECKERT LLC

GREEN & DECKERT LLC

CRD#: 299006 / SEC#: 801-132254
RIA
Registered Investment Advisory firm - SEC (6/5/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (6/6/2025 Termination Requested)

Contact Information

Main Address

601 Main Street, Lubbock, TX 79401-3598

Phone Number

(806) 744-2689

# of Employees

2

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - GREEN & DECKERT LLC (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

373

AUM (Assets Under Management)

$132,796,346

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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.

1) SHOWDOWNICA, LLC POSITION: MEMBER MANAGER NATURE: Commercial Warehouse INV REL: Yes HRS: 2 TRADING HRS: 0 START: 10/01/2014 ADDRESS: Lubbock TX DESCR: MANAGEMENT OF WAREHOUSE 2) GREEN AND MORRIS POSITION: GENERAL PARTNER NATURE: NAME USED TO HOLD TITLE TO TAX PREPARATION SOFTWARE INV REL: Yes HRS: 0 TRADING HRS: null START: 01/01/2005 ADDRESS: Lubbock TX DESCR: TAX PREP SOFTWARE 3) 611 MAIN,INC POSITION: OWNER NATURE: COMMERCIAL PROP OWNERSHIP & RENTAL INV REL: Yes HRS: 40 TRADING HRS: 40 START: 01/01/2004 ADDRESS: Lubbock TX DESCR: OWNER, COMMERCIAL PROPERTY 4) LAWYERS, GUNS AND MONEY, LLC POSITION: MANAGER NATURE: REAL ESTATE INV REL: Yes NUMBER OF HRS: 1 TRADING HRS: 0 START: 02/01/2009 ADDRESS: Lubbock TX DESCR: REAL ESTATE 5) HUB CITY REAL PROPERTIES, LLC POSITION: OWNER NATURE: REAL ESTATE INV REL: Yes NUMBER OF HOURS: 4 TRADING HRS: 0 START: 08/01/2007 ADDRESS: Lubbock TX DESCR: OWNER, REAL ESTATE 6) BRANCHWATER APTS, LTD POSITION: OWNER NATURE: RENTAL REAL ESTATE INV REL: Yes HOURS: null TRADING HRS: null START: ADDRESS: Lubbock TX DESCR: OWNER, RENTAL REAL ESTATE 7) LYNX CONSULTANTS,INC POSITION: OWNER NATURE: COMMERCIAL PROP OWNERSHIP & RENTAL INV REL: Yes HRS: null TRADING HOURS: null START: ADDRESS: Lubbock TX DESCR: COMMERCIAL PROPERTY 8)D. BRAD. GREEN, P.C., CPA POSITION: OWNER NATURE: ACCOUNTING INV REL: No NUMBER OF HRS: 0 TRADING HRS: 0 ADDRESS: Lubbock TX DESCR: IND/ACCOUNTING 9)BOY HOWDY, INC POSITION: PRESIDENT NATURE: null INV REL: Yes HRS: 0 TRADING HOURS: 0 START: 02/13/1987 ADDRESS: Lubbock TX DESCR: INACTIVE 10) Independent licensed insurance agent; POSITION: Agent NATURE: INSURANCE SALES INV REL: Yes NUMBER OF HRS: 0 TRADING HRS: 0 START: 07/01/2005 ADDRESS: Lubbock TX DESCR: Insurance 11) BRADDAN, INC, FIN SVCS POSITION: PRESIDENT/SECRETARY NATURE: FINANCIAL SERVICES INV REL: Yes HRS: 40 TRADING HRS: 2 START: 12/31/2006 ADDRESS: 601 Main Street, Lubbock TX DESCR: Meeting with financial services clients, developing financial plans, method 10 planning services. 12) LUBBOCK SYMPHONY ORCHESTRA - BOARD OF DIRECTORS POSITION: Board member NATURE: Provide music performances and music education to the West Texas area. INV REL: Yes HRS: 5 TRADING HRS: 0 START: 09/01/2017 ADDRESS: 501 Avenue K, Lubbock TX DESCR: Board member 13) GREEN & DECKERT LLC POSITION: Managing Member NATURE: Ind RIA - Investment Management and Financial Planning Services INV REL: No NUMBER OF HRS: 80 TRADING HRS: 40 START: 05/01/2019 ADDRESS: 601 Main St, Lubbock TX DESCR: Financial Advisor as IAR of RIA Daily Operations, Compliance oversight 14) Friends of Music of TTU; position Board member; Nature-non-profit entity supporting music scholarships at TTU; hours per month = 1 ; 2500 Broadway, Lubbock, TX

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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".
G&
GREEN & DECKERT LLC

GREEN & DECKERT LLC

CRD#: 299006 / SEC#: 801-132254
RIA
Registered Investment Advisory firm - SEC (6/5/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2004About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1995About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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