Goodloe Herr White
Professional Summary
Goodloe Herr White, who also goes by Goodloe White, is a registered financial advisor currently at PORTER WHITE INVESTMENT ADVISORS, INC. located in Birmingham, Alabama. Goodloe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Goodloe has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 50, Series 7, Series 14, Series 54 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Goodloe White
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
PORTER WHITE INVESTMENT ADVISORS, INC. | PW ADVISERS INC | PORTER, WHITE & COMPANY, INC. | PORTER, WHITE & COMPANY
Contact Information
Main Address
1927 1st Avenue North 10th Floor, Birmingham, AL 35203-4103Phone Number
(205) 252-3681# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
329AUM (Assets Under Management)
$748,210,174Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
PORTER WHITE INVESTMENT ADVISORS, INC. | PW ADVISERS INC | PORTER, WHITE & COMPANY, INC. | PORTER, WHITE & COMPANY
State Registrations and Notice Filings
(3/23/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 50 — Municipal Advisor Representative Qualification Exam
Passed Jun 2017About the Series 50 examSeries 54 — Municipal Advisor Principal Qualification Examination
Passed Oct 2021About the Series 54 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Goodloe Herr White's CRS (Customer Relationship Summary).
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