Investment Representative
Current
Mar 2022 - Present
AeroLeads people directory · profile
Greg Covalt, Cfp® Email & Phone Number
Investment Representative
at
Cambridge Investment Research, Inc.
1 work email found
@joincambridge.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Representative
Location
Woodward, Oklahoma, United States
Company size
Who is Greg Covalt, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Covalt, Cfp® is listed as Investment Representative at Cambridge Investment Research, Inc., a company with 980 employees, based in Woodward, Oklahoma, United States. AeroLeads shows a work email signal at joincambridge.com and a matched LinkedIn profile for Greg Covalt, Cfp®.
Greg Covalt, Cfp® previously worked as Investment Representative at Lpl Financial and Investment Representative at Stock Exchange Financial Services. Greg Covalt, Cfp® holds Master Of Science (Ms), Aerospace Engineering from Wichita State University.
Company email context
Email format at Cambridge Investment Research, Inc.
This section adds company-level context without repeating Greg Covalt, Cfp®'s masked contact details.
*@joincambridge.com
71% confidence
AeroLeads found 1 current-domain work email signal for Greg Covalt, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Greg Covalt, Cfp®
Located in Woodward, Oklahoma, I work with existing and qualified new clients to strive to improve their financial lives as each client defines his or her situation. Every person is different, and I am at my best when listening to clients and prospects and asking important questions to understand what she hopes to accomplish. As a CERTIFIED FINANCIAL PLANNER TM professional and Chartered Life Underwriter certificant, I bring investment and insurance skills to the planning process that many advisers cannot offer.-------------------------------------Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Greg Covalt Financial Services are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Listed skills include Cfp Certificant, Ira Rollovers, Retirement Planning, Investment Adivsory Representative, and 4 others.
Current workplace
Greg Covalt, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cambridge Investment Research, Inc.
5 roles
Greg Covalt, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Representative
Lpl Financial
Dec 2017 - Feb 2022
Investment Representative
Stock Exchange Financial Services
I work with investors to help define their financial goals and to develop plans to address those goals. With LPL Financial and other alliances, we can provide appropriate investments and insurance to help just about any financial objective.
Mar 2000 - Feb 2022
Investment Representative
I worked with investors to help define their financial goals and to develop plans to meet those goals. With Investment Centers of America and other alliances, we could provide appropriate investments and insurance to help just about any financial objective.
Sep 2011 - Nov 2017
Safety Supervisor And Project Engineer
For six years I had primary responsibility for the plant safety program at Terra's Woodward, OK nitrogen fertilizer manufacturing facility. I was involved with safety training including lockout and tagout, PPE, Process Safety Mangement (PSM), confined space permitting and work approval, emergency response, monitoring, and testing of work spaces.For two.
Jun 1991 - Feb 2000
Team & coworkers
Colleagues at Cambridge Investment Research, Inc.
Other employees you can reach at joincambridge.com. View company contacts for 980 employees →
LL
Lee Levy
Colleague at Cambridge Investment Research, Inc.
Alamo, California, United States, United States
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KC
Kristen Civin
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
CC
Crystal Courtney
Colleague at Cambridge Investment Research, Inc.
Ottumwa, Iowa, United States, United States
View →
LE
Leanne Edgeton
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
KS
Kanda Sisomphane
Colleague at Cambridge Investment Research, Inc.
United States, United States
View →
AS
April Shaw
Colleague at Cambridge Investment Research, Inc.
Melville, New York, United States, United States
View →
MM
Mike Mokricky
Colleague at Cambridge Investment Research, Inc.
United States, United States
View →
AZ
Anna Zander
Colleague at Cambridge Investment Research, Inc.
Mount Pleasant, Iowa, United States, United States
View →
BH
Bret Hensley
Colleague at Cambridge Investment Research, Inc.
Barboursville, West Virginia, United States, United States
View →
CB
Courtenay Baker, Mba, Pmp
Colleague at Cambridge Investment Research, Inc.
Iowa City-Cedar Rapids Area, United States
View →
Lee Levy
Colleague at Cambridge Investment Research, Inc.
Alamo, California, United States, United States
View →
KC
Kristen Civin
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
CC
Crystal Courtney
Colleague at Cambridge Investment Research, Inc.
Ottumwa, Iowa, United States, United States
View →
LE
Leanne Edgeton
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
KS
Kanda Sisomphane
Colleague at Cambridge Investment Research, Inc.
United States, United States
View →
AS
April Shaw
Colleague at Cambridge Investment Research, Inc.
Melville, New York, United States, United States
View →
MM
Mike Mokricky
Colleague at Cambridge Investment Research, Inc.
United States, United States
View →
AZ
Anna Zander
Colleague at Cambridge Investment Research, Inc.
Mount Pleasant, Iowa, United States, United States
View →
BH
Bret Hensley
Colleague at Cambridge Investment Research, Inc.
Barboursville, West Virginia, United States, United States
View →
CB
Courtenay Baker, Mba, Pmp
Colleague at Cambridge Investment Research, Inc.
Iowa City-Cedar Rapids Area, United States
View →
3 education records
Greg Covalt, Cfp® education
Master Of Science (Ms), Aerospace Engineering
Bachelor Of Science (Bs), Engineering Physics
Education record
Woodward High School
FAQ
Frequently asked questions about Greg Covalt, Cfp®
Quick answers generated from the profile data available on this page.
What company does Greg Covalt, Cfp® work for?
Greg Covalt, Cfp® works for Cambridge Investment Research, Inc..
What is Greg Covalt, Cfp®'s role at Cambridge Investment Research, Inc.?
Greg Covalt, Cfp® is listed as Investment Representative at Cambridge Investment Research, Inc..
What is Greg Covalt, Cfp®'s email address?
AeroLeads has found 1 work email signal at @joincambridge.com for Greg Covalt, Cfp® at Cambridge Investment Research, Inc..
Where is Greg Covalt, Cfp® based?
Greg Covalt, Cfp® is based in Woodward, Oklahoma, United States while working with Cambridge Investment Research, Inc..
What companies has Greg Covalt, Cfp® worked for?
Greg Covalt, Cfp® has worked for Cambridge Investment Research, Inc., Lpl Financial, Stock Exchange Financial Services, Investment Centers Of America, and Terra Industries.
Who are Greg Covalt, Cfp®'s colleagues at Cambridge Investment Research, Inc.?
Greg Covalt, Cfp®'s colleagues at Cambridge Investment Research, Inc. include Lee Levy, Kristen Civin, Crystal Courtney, Leanne Edgeton, and Kanda Sisomphane.
How can I contact Greg Covalt, Cfp®?
You can use AeroLeads to view verified contact signals for Greg Covalt, Cfp® at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.
What schools did Greg Covalt, Cfp® attend?
Greg Covalt, Cfp® holds Master Of Science (Ms), Aerospace Engineering from Wichita State University.
What skills is Greg Covalt, Cfp® known for?
Greg Covalt, Cfp® is listed with skills including Cfp Certificant, Ira Rollovers, Retirement Planning, Investment Adivsory Representative, Term Life Insurance, Long Term Care Insurance, Disability Insurance, and Clu.
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