Charles Porter, financial advisor Birmingham AL
93 score

Charles Porter

CRD Number: 1277023
Current Firm: Porter White Investment Advisors, Inc.

Charles Porter (CRD# 1277023) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Pw Advisers, Inc. Birmingham, AL Feb 2005 - Current 11
Porter, White & Company, Inc. Birmingham, AL Jun 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Charles K. Porter
Phone Number: 205-252-3681
Firm Website: http://www.pwco.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $1,607,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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