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Bobby Gene Junkin Jr.

Advisor at Junkin & Company, Inc. — Toney, AL

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

20 years

Location

Toney, AL

Junkin & Company, Inc. logo

Junkin & Company, Inc.

Independent

Total advisors

1

Clients per advisor

34 High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Bobby Junkin Jr. is the principal of Junkin & Company, Inc. in Toney, Alabama, with 20 years of experience in financial advisory services. He holds the CFP® and ChFC® designations and has led his independent firm since 2013. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers advice on commissionable insurance products. Junkin & Company provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a passive investment approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, typically recommending unaffiliated advisers to implement diversified, long-term strategies.

Client services

Based on Junkin & Company, Inc.

Financial planning Pension consulting Selection of other advisers Educational seminars or workshops
Refers clients to unaffiliated third party investment adviser (matson money, inc.)

Expertise

Based on Junkin & Company, Inc.

General retirement planning College savings (529s, UTMA, etc.) Wealth management

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Fee options

Fixed

$500 - $3,000 fixed fee for financial planning

Percentage

$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

Project-based

$150 - $200 per hour

Location

Toney, AL

Toney AL

Advisors at this office

1

Most active in

Alabama · Louisiana · Texas

Work history

20 years of industry experience

Junkin & Company

2013 - Present • 13 years

Huntsville, AL

Gradient Advisors, LLC

2012 - 2013 • 1 year

Concourse Financial Group Securities, Inc.

2010 - 2011 • 1 year

AL

ON Investment Management CO

2009 - 2010 • 1 year

MSI Financial Services, Inc.

2006 - 2009 • 3 years

AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Henry C

CFP®, Series 7, Series 66

Huntsville, AL

Keel Point, LLC

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Wealth management General retirement planning General tax planning Multi-generational wealth transfer Life insurance needs analysis Retired Government Employee Doctor or Medical Professional Engineering Professional Retired Approaching retirement Mid-Career Professionals Career Changers HENRY (High Earners, Not Rich Yet)

Drew C

Series 66, Series 7

Huntsville, AL

Keel Point, LLC

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

General retirement planning General tax planning Charitable giving & philanthropy Retirement income strategy Private / alternative investments Government Employee Independent Contractor Military & Veterans Founder/Business Owner Retired Approaching retirement Retired Widow/Widower Christian Faith Based Religious/faith focused
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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Zeke A

CFP®

Huntsville, AL

Planalto Financial

I’m Zeke Anders, and I founded Planalto Financial to offer a higher level of planning. I’ve always been passionate about investing and personal finance, and I eventually left corporate America to become a financial planner. I am a CFP professional with over five years of formal experience, but I’m an avid learner and student of market history and current research. My goal is to provide evidence-based, objective advice to help clients find fulfillment through their wealth. Financial planning is often about more than just math, it is about utilizing the assets you spent a career accumulating to create meaning and purpose in retirement. Planalto Financial is open to all, but my specialty is working with Brazilian-American families. While I am from Alabama, my wife is from Brazil originally, and we currently live in Brasilia, Brazil with our two daughters. We understand that cross-border families have specific opportunities and challenges such as owning assets in multiple countries, additional tax and reporting requirements, and higher travel and family support budgets. If this sounds like you, Planalto Financial is here to help. Pode contar comigo. Planalto offers flat-fee hourly, planning-only, or comprehensive planning and investment management services. I chose flat-fee services to provide transparency and simplify, whereas assets-under-management fees can be complicated (is it beginning, end, or the average asset values? In advance or in arrears?). In addition, I do not receive commissions for any product sales.

Cross-border / expatriate tax planning Income planning Founder/Business Owner Retired Approaching retirement Retired
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Raymond S

CFP®, CFA®, Series 63

Huntsville, AL

Saliba Asset Management L.L.C.

Raymond Saliba is the principal of Saliba Asset Management L.L.C. in Huntsville, Alabama, holding CFP® and CFA® designations with 21 years of industry experience. He is also president of Pretium Capital Group, Inc., a separate business providing valuation services to private companies. Saliba has been involved with Saliba Asset Management since 1996 and founded Pretium Capital Group in 1999. Saliba Asset Management offers discretionary investment management and financial consulting to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a diversified investment approach using equities, mutual funds, ETFs, and other securities, combining fundamental, technical, charting, and cyclical analysis in portfolio construction.

General tax planning Wealth management Concentrated stock management
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