Advisor at Green & Deckert LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Green & Deckert LLC
Location
Lubbock, TX 79401-3598
Credentials
CFP®, Series 66
Industry experience
13 years
Gregory Deckert is a CFP® with 13 years of experience in financial advising. He is a managing member of Green & Deckert LLC, where he has worked since 2019. Prior to this, he held roles at 1st Global Advisors, Inc., 1st Global Capital Corp, and West Texas Wealthcare Advisors, Inc. Deckert also operates a tax return preparation service. Green & Deckert LLC provides discretionary asset management to individual and high-net-worth clients and offers retirement plan consulting to plan sponsors. The firm’s investment approach emphasizes long-term diversification and uses quantitative analysis to construct portfolios primarily consisting of institutional mutual funds.
Up to 1.50% annually
601 Main Street
Lubbock, TX 79401-3598
Texas
Avantax Advisory services
2019 - 2019 (1 year)
Green & Deckert LLC
2019 - Present (7 years)
Green & Deckert LLC
2019 - Present (7 years)
1st Global Advisors, inc
2013 - 2019 (6 years)
1st Global Capital Corp
2013 - 2019 (6 years)
West Texas Wealthcare Advisors, Inc.
2013 - 2019 (6 years)
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Accountant / CPA / tax prep
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Other specialized services
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