Daniel Junkin, financial advisor Oklahoma City OK
93 score

Daniel Junkin

CRD Number: 5346064
Current Firm: Investrust Consulting, LLC

Daniel Junkin (CRD# 5346064) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 9 years of experience in the finance industry.

Similar Advisors
Jerry Plant, financial advisor Oklahoma City OK
Jerry W. Plant
CRD# 2171509
Mark I Asset Management, Ltd
Score
101
Similar Advisors
Jack Wheeler, financial advisor Oklahoma City OK
Jack E. Wheeler
CRD# 4652707
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
Similar Advisors
Michael Freeman, financial advisor Oklahoma City OK
Michael T. Freeman
CRD# 6209067
Trilogy Financial Solutions
Score
98
Company Name Location Dates Years
Asset Services Co LLC Oklahoma City, OK Mar 2007 - Current 9
Defoggi Development And Construction Company Richmond, VA Jan 2005 - Mar 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Daniel P. Junkin
Phone Number: 405-843-7046
Registered State(s):
  • LA
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    612
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $55,599,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

LA, OK, TX

Ready to hire a financial advisor? Get competitive proposals from Daniel Junkin and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.