Gregory Covalt, financial advisor Woodward, OK

Gregory Covalt

CRD Number: 2646243
Current Firm: Cambridge Investment Research Advisors, Inc.

Gregory Covalt (CRD# 2646243) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodward,, OK and has over 28 years of experience in the finance industry. Gregory Covalt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2022 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Mar 2022 - Current 2
Investment Centers Of America Woodward, OK Sep 2011 - Mar 2022 10
Lpl Financial LLC Woodward, OK Nov 2017 - Feb 2022 4
Stock Exchange Bank Woodward, OK Feb 2000 - Feb 2022 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Gregory A. Covalt
Phone Number: 641-472-5100
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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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