Charles Porter (CRD# 1277023) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 39 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pw Advisers, Inc. | Birmingham, AL | Feb 2005 - Current | 19 |
| Porter, White & Company, Inc. | Birmingham, AL | Jun 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
- AL
-
Total Assets Under Management707MILLIONS
-
Total Number of Accounts311ACCOUNTS
-
Average Account Value$2,274,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL
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