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Gregory C
CFP®, Series 63, Series 65
Woodward, OK
Cambridge Investment Research Advisors
Gregory Covalt is a CFP® professional with 31 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial, Investment Centers of America, and Stock Exchange Bank. Outside of advisory roles, he is a member of Covalt Enterprises LLC, a pest control business. Cambridge Investment Research Advisors serves a diverse client base, including individuals of varying net worth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.
Micah B
Series 66
Woodward, OK
Cambridge Investment Research Advisors
Micah Bailey is a financial advisor with Cambridge Investment Research Advisors in Woodward, OK. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Cambridge, he worked at Medmutual Health Insurance and Farmers Insurance. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.
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