Unclaimed Profile

Charles Kennedy Porter

PORTER WHITE INVESTMENT ADVISORS, INC.·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 63Clean record21 years registeredPORTER 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. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTER WHITE INVESTMENT ADVISORS, INC.

PORTER WHITE INVESTMENT ADVISORS, INC.

Mar 2005 – Dec 2024

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · March 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTER WHITE INVESTMENT ADVISORS, INC.

CRD 110876 · SEC 801-48755

AUM

$707M

Regulatory assets under management

Employees

311 client accounts

Services offered by PORTER WHITE INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTER WHITE INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Kennedy Porter offer?

Charles Kennedy Porter specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with PORTER WHITE INVESTMENT ADVISORS, INC..

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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