Unclaimed Profile

James Herbert White

PORTER WHITE INVESTMENT ADVISORS, INC.·BIRMINGHAM, Alabama

SIE, Series 1, Series 7TO, Series 24, Series 28, Series 50, Series 54, Series 63, Series 79TO, Series 99TO30 years registeredPORTER WHITE INVESTMENT ADVISORS, INC.

1927 1ST AVENUE NORTH, BIRMINGHAM, AL 35203-4103CRD# 465104Firm CRD# 110876

Profile Verification

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

Identity

James Herbert White · BIRMINGHAM, AL

Registration

CRD #465104 · PORTER WHITE INVESTMENT ADVISORS, INC. · 30 years registered

Brand Profile

Not yet started

Career History

PORTER WHITE INVESTMENT ADVISORS, INC.

Sep 1995 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 28

Series 50

Series 54

Series 63

Series 79TO

Series 99TO

Registration record

First registered · September 26, 1995

Years registered · 30

Disclosure History

1987Regulatory·Final

1985Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Herbert White offer?

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

What are James Herbert White's credentials?

James Herbert White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Herbert White located?

James Herbert 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 James Herbert White charge for services?

James Herbert 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →