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Charles Kennedy Porter

PORTER WHITE INVESTMENT ADVISORS, INC.·BIRMINGHAM, Alabama
Clean recordPORTER WHITE INVESTMENT ADVISORS, INC.
1927 1ST AVENUE NORTH, BIRMINGHAM, AL 35203-4103CRD# 1277023Firm CRD# 110876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Kennedy Porter · BIRMINGHAM, AL
Registration
CRD #1277023 · PORTER WHITE INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Kennedy Porter is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with PORTER WHITE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PORTER WHITE INVESTMENT ADVISORS, INC.
PORTER WHITE INVESTMENT ADVISORS, INC.
AUM
$707M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PORTER WHITE INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1277023
Firm CRD# 110876
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Kennedy Porter offer?
Charles Kennedy Porter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Charles Kennedy Porter's credentials?
Charles Kennedy Porter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Kennedy Porter located?
Charles Kennedy Porter is based in BIRMINGHAM, Alabama, working with PORTER WHITE INVESTMENT ADVISORS, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Charles Kennedy Porter charge for services?
Charles Kennedy Porter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTER WHITE INVESTMENT ADVISORS, INC.?
PORTER WHITE INVESTMENT ADVISORS, INC. has approximately 8 employees and manages $707M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PORTER WHITE INVESTMENT ADVISORS, INC.

Goodloe Herr White
BIRMINGHAM, AL
James Herbert White
BIRMINGHAM, AL
Kathryn Cannon Lavender
BIRMINGHAM, AL

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Research
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