Unclaimed Profile

Goodloe Herr White

PORTER WHITE INVESTMENT ADVISORS, INC.·BIRMINGHAM, Alabama

SIE, Series 7, Series 14, Series 24, Series 50, Series 54, Series 63, Series 79TO, Series 99TOCFAClean record22 years registeredPORTER WHITE INVESTMENT ADVISORS, INC.

1927 1ST AVENUE NORTH, BIRMINGHAM, AL 35203-4103CRD# 2929235Firm CRD# 110876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Goodloe Herr White · BIRMINGHAM, AL

Registration

CRD #2929235 · PORTER WHITE INVESTMENT ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

PORTER WHITE INVESTMENT ADVISORS, INC.

Mar 2004 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 50

Series 54

Series 63

Series 79TO

Series 99TO

Registration record

First registered · March 23, 2004

Years registered · 22

Professional designation · CFA

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 Goodloe Herr White offer?

Goodloe Herr White specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Goodloe Herr White's credentials?

Goodloe Herr White holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Goodloe Herr White located?

Goodloe Herr White 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 Goodloe Herr White charge for services?

Goodloe Herr White'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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