Porter White Investment Advisors, Inc.

Porter White Investment Advisors, Inc. (CRD# 110876) is a financial advisory firm headquartered in Birmingham, AL. They manage $345,656,909 in 215 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Porter White Investment Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Marla L. McCully
CRD#: 5232091
15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203
96
Wealthminder
score

Marla McCully (CRD# 5232091) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry. Marla McCully has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Goodloe H. White
CRD#: 2929235
15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203
96
Wealthminder
score

Goodloe White (CRD# 2929235) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 13 years of experience in the finance industry.

3
Charles K. Porter
CRD#: 1277023
15 Richard Arrington Jr., Blvd No, Birmingham, AL 35203
93
Wealthminder
score

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.

4
Mary M. Livingston
CRD#: 5704906
15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203
90
Wealthminder
score

Mary Livingston (CRD# 5704906) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 5 years of experience in the finance industry.

5
Michael G. Rediker
CRD#: 3086930
15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203
90
Wealthminder
score

Michael Rediker (CRD# 3086930) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.

6
Michael C. Stone
CRD#: 5894468
15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203
90
Wealthminder
score

Michael Stone (CRD# 5894468) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 5 years of experience in the finance industry.

7
James H. White
CRD#: 465104
15 Richard Arrington Jr. Blvd No, Birmingham, AL 35203
73
Wealthminder
score

James White (CRD# 465104) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.

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