GC
CFP
GC
CFP
Gregory Covalt is a CFP-designated registered investment advisor, based in Woodward,, OK, with 30 years of industry experience.
Location
1703 Main Street, Woodward,, OK, 73801
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Regulatory History (1)
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Customer Dispute
February 2025Settled
Other Business ActivitiesSells Insurance
Gregory is involved in several business activities, including pest control (Covalt Termite Control), acting as an advisory representative of an RIA (CIRA), and owning Greg Covalt Financial Services. He also works as an independent insurance agent and is a member of 1703 Main, LLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - April 2022 · 4 yrs 5 mos
LPL Financial LLC
November 2017 - April 2022 · 4 yrs 5 mos
Investment Centers of America, INC.
September 2011 - November 2017 · 6 yrs 2 mos
Investment Centers of America, INC.Broker
September 2011 - November 2017 · 6 yrs 2 mos
Uvest Financial Services Group, INC.
September 2007 - September 2011 · 4 yrs
Uvest Financial Services Group, INC.Broker
September 2007 - September 2011 · 4 yrs
Primevest Financial Services, INC.
April 2000 - September 2007 · 7 yrs 5 mos
Primevest Financial Services, INC.Broker
March 2000 - September 2007 · 7 yrs 6 mos
Sunamerica Securities, INC.Broker
August 1995 - March 2000 · 4 yrs 7 mos
State Registrations7 states
INKSMOOKSCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.