Bobby Gene Junkin

Employer firm

Junkin & Company, Inc. CRD 168338

34 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers
• Educational seminars
• REFERS CLIENTS TO UNAFFILIATED THIRD PARTY INVESTMENT ADVISER (MATSON MONEY, INC.)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Junkin & Company
  Huntsville, AL

Previous Registrations

• 2012-01-27 → 2013-12-20
  Gradient Advisors, Llc
  Huntsville, AL
  Arden Hills, MN
• 2010-10-29 → 2011-12-23
  Concourse Financial Group Securities, Inc.
  Huntsville, AL
  Birmingham, AL
  Huntsville, AL
• 2009-11-24 → 2010-10-29
  On Investment Management Co
  Huntsville, AL
  Cincinnati, OH
• 2006-08-02 → 2009-11-04
  Msi Financial Services, Inc.
  Huntsville, AL
  Huntsville, AL
  Decatur, AL
  Huntsville, AL

Other Businesses

Mr. Junkin is a licensed insurance agent. From time to time, he will offer clients advice on products from this activity. Less than 1 hour per month is devoted to this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Mr. Junkin and Junkin & Company, Inc always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through Mr. Junkin's capacity as a licensed insurance agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-26
• S63 Uniform Securities Agent State Law Examination
  2005-08-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bobby Junkin
• Bobby Gene Junkin, Jr.
• Bobby Gene Junkin
• Bobby Gene Junkin