Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Covalt is a financial advisor at Cambridge Investment Research Advisors, Inc. Gregory has over 27 years of experience in the financial services industry and is a Certified Financial Planner. Gregory holds FINRA Series 7, 63, and 65 licenses as well as the SIE. Prior to joining Cambridge, Gregory was a financial advisor with LPL Financial LLC, Investment Centers of America, Inc., UVEST Financial Services Group, Inc., and Primevest Financial Services, Inc. Gregory is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
03/01/2022 - Present
Cambridge Investment Research Advisors, Inc. (Woodward, OK)
OK
11/29/2017 - 04/01/2022
LPL FINANCIAL LLC (WOODWARD OK)
OK
09/01/2011 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WOODWARD OK)
OK
09/04/2007 - 09/08/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WOODWARD OK)
OK
03/08/2000 - 09/04/2007
PRIMEVEST FINANCIAL SERVICES, INC. (WOODWARD OK)
AZ
08/30/1995 - 03/07/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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