Gregory A. Deckert

GREEN & DECKERT

Lucas, TX 75002

Some features on this profile are disabled

CRD#: 5251388

Professional summary

Gregory Alan Deckert, CFP®, who also goes by Greg A Deckert, is a registered financial advisor currently at GREEN & DECKERT LLC located in Lucas, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gregory has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg A Deckert

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 Gregory Alan Deckert'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 3, 2019 - Present

GREEN & DECKERT LLC

Office #1: 2720 Country Club Rd Unit A-201, Lucas, TX 75002

RIA

CRD#: 299006

Lucas, TX

Past

October 25, 2019 - October 28, 2019

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

IRVING, TX

Past

July 24, 2013 - May 13, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LUBBOCK, TX

Past

July 22, 2013 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LUBBOCK, TX

Past

April 9, 2013 - June 17, 2013

STRATEGIC FINANCIAL PLANNING, INC.

RIA

CRD#: 118450

PLANO, TX

Past

November 21, 2012 - December 21, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

RICHARDSON, TX

Past

September 25, 2012 - December 21, 2012

LPL FINANCIAL LLC

CRD#: 6413

RICHARDSON, 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
(5/3/2019)

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: 11/20/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2012

General Securities 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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

RICHARDSON, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Brett Phillips

VOYA FINANCIAL ADVISORS, INC.

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory A. Deckert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Alan Deckert's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN & DECKERT LLC

AVANTAX ADVISORY SERVICES

1ST GLOBAL CAPITAL CORP.

1ST GLOBAL ADVISORS INC

STRATEGIC FINANCIAL PLANNING, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

GREEN & DECKERT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2012

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

Similar Advisors