Advisor at Junkin & Company, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Junkin & Company, Inc.
Location
Toney, AL
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
19 years
Bobby Junkin is the principal of Junkin & Company, Inc., an independent firm based in Toney, Alabama. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Since founding Junkin & Company in 2013, he has focused on providing financial planning and investment advisory services. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers clients advice on insurance products. Junkin & Company serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French three-factor model, emphasizing global diversification and periodic rebalancing. Rather than managing portfolios directly, the firm typically recommends third-party money managers to implement long-term, passive strategies.
Based on Junkin & Company, Inc.
Based on Junkin & Company, Inc.
$500 - $3,000 fixed fee for financial planning
$0 - $500,000: 0.99% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $4,000,000: 0.75% annually $4,000,001+: 0.50% annually
$150 - $200 per hour
Toney, AL
Alabama · Louisiana · Texas
Junkin & Company
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Huntsville, AL
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ChFC®, Series 63
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KG Consulting Group, Inc.
Series 65
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Tennessee Valley Investment Management
CFP®, Series 63, Series 66
Harvest, AL
Tulip Financial Planning LLC
Series 66
Huntsville, AL
Providence Wealth Advisors, LLC
Series 63, Series 65
Huntsville, AL
Franklin Street Capital LLC
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