Gregory Covalt
Gregory Covalt is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Woodward,, OK, with 31 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1703 Main Street, Woodward,, OK, 73801
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Regulatory History (1)
Customer Dispute
February 2025Other 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
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.