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 9 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 14 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 33 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 6 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 over 2 years 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 6 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 24 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.