Unclaimed Profile

Kathryn Cannon Lavender

PORTER WHITE INVESTMENT ADVISORS, INC.·BIRMINGHAM, Alabama

Series 7, Series 24, Series 28, Series 63, Series 66Clean record22 years registeredPORTER WHITE INVESTMENT ADVISORS, INC.

15 RICHARD ARRINGTON JR., BLVD NORTH, BIRMINGHAM, AL 35203-4103CRD# 2376553Firm CRD# 110876

Profile Verification

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

Identity

Kathryn Cannon Lavender · BIRMINGHAM, AL

Registration

CRD #2376553 · PORTER WHITE INVESTMENT ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTER WHITE INVESTMENT ADVISORS, INC.

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Jun 2004 – Feb 2005

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 28

Series 63

Series 66

Registration record

First registered · June 18, 2004

Years registered · 22

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 Kathryn Cannon Lavender offer?

Kathryn Cannon Lavender specializes in Financial Planning, Investment Management, Wealth Management.

What are Kathryn Cannon Lavender's credentials?

Kathryn Cannon Lavender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Cannon Lavender located?

Kathryn Cannon Lavender is based in BIRMINGHAM, Alabama, last registered with PORTER WHITE INVESTMENT ADVISORS, INC..

How does Kathryn Cannon Lavender charge for services?

Kathryn Cannon Lavender'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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