GD
CFP
GD
CFP

Gregory Deckert

13 Years of Experience
Lubbock, TX

Gregory Deckert is a CFP-designated registered investment advisor at Green & Deckert LLC, based in Lubbock, TX, with 13 years of industry experience. Gregory 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
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
111 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$113.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 Main Street, Lubbock, TX, 79401-3598

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gregory is a proprietor of Gregory Deckert Tax Services, preparing income tax returns, dedicating minimal time. He is also a managing member of Green & Deckert LLC, an independent RIA, spending about half his time on financial advising and daily operations, with some time spent on securities trading.

Employment History
Current Registrations
Green & Deckert LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Avantax Advisory Services
October 2019 - October 2019 · 0 mos
1st Global Capital CORP.Broker
July 2013 - May 2019 · 5 yrs 10 mos
1st Global Advisors INC
July 2013 - October 2019 · 6 yrs 3 mos
Strategic Financial Planning, INC.
April 2013 - June 2013 · 2 mos
LPL Financial LLC
November 2012 - December 2012 · 1 mo
LPL Financial LLCBroker
September 2012 - December 2012 · 3 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.