AdFi
GH

Goodloe Herr White

Investment Adviser Representative at PORTER WHITE INVESTMENT ADVISORS, INC.

Birmingham, ALCRD #2929235Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Alabama
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/21/2003
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 50
Municipal Advisor Representative Qualification Exam
Passed 6/9/2017
Series 7
General Securities Representative Examination
Passed 8/26/1997
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 54
Municipal Advisor Principal Qualification Examination
Passed 10/12/2021
Series 24
General Securities Principal Examination
Passed 4/14/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Wealth Management - First $2M1.00%
Wealth Management - Next $3M0.60%
Wealth Management - Next $5M0.50%
Wealth Management - Next $5M0.40%
Wealth Management - Over $15M0.30%
Institutional/Retirement - First $1M0.95%
Institutional/Retirement - Next $4M0.50%
Institutional/Retirement - Next $5M0.40%
Institutional/Retirement - Next $5M0.30%
Institutional/Retirement - Over $15M0.20%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Porter White Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PORTER WHITE INVESTMENT ADVISORS, INC.Current
3/23/2004Birmingham, AL
PORTER WHITE CAPITAL, LLC
1/3/20188/29/2023Birmingham, AL
SPEARHEAD CAPITAL, LLC
9/29/20151/18/2018Birmingham, AL
PORTER, WHITE & COMPANY, INC.
1/8/200311/11/2014Birmingham, AL
CREDIT SUISSE FIRST BOSTON CORPORATION
8/27/199710/20/1998New York, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PORTER WHITE INVESTMENT ADVISORS, INC.

4 other advisors in the directory

View PORTER WHITE INVESTMENT ADVISORS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Goodloe Herr White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Goodloe Herr White - Financial Advisor in Birmingham, AL | AdvisorFinder