Daniel Junkin, financial advisor Oklahoma City OK

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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Investrust Consulting LLC Oklahoma City, OK Mar 2007 - Current 17
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):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    563
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $51,157,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

OK, TX

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