Gregory Covert, financial advisor Salem OR

Gregory Covert

CRD Number: 1240036
Current Firm: Primerica Advisors

Gregory Covert (CRD# 1240036) is an Investment Advisor Representative working at Primerica Advisors in Salem, OR and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Salem, OR Nov 1983 - Current 40
Primerica Financial Services Salem, OR Mar 1983 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Gregory D. Covert
Phone Number: 833-786-0550
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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