Charles PorterCRD 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 33 years of experience in the finance industry.
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Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Pw Advisers, Inc.||Birmingham, AL||Feb 2005 - Current||13|
|Porter, White & Company, Inc.||Birmingham, AL||Jun 1984 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
Total Assets Under Management399MILLIONS
Total Number of Accounts95ACCOUNTS
Average Account Value$4,199,597
- 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
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