Duncan Green is a registered investment advisor at Green & Deckert LLC, based in Lubbock, TX, with 31 years of industry experience. Duncan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 111 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All fees are negotiable.
Fee Estimator
Location
601 Main Street, Lubbock, TX, 79401-3598
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Duncan is involved in various business activities, including real estate management, tax preparation software, commercial property ownership, accounting, and financial services. He also dedicates about half of his time as a managing member of Green & Deckert LLC, an RIA providing investment management and financial planning services, and is an independent licensed insurance agent.
Employment History
Current Registrations
Green & Deckert LLC
Previous Registrations
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.