GW
Goodloe H. White
PORTER WHITE INVESTMENT ADVISORS
BIRMINGHAM, AL 35203-4103
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CRD#: 2929235
GW
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Goodloe White
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.
1.) PW Management Co.,Inc.; Non Investment Related; President; HR Benefits Management, 01/2006, 4 hr/month, employee payroll & benefits 2.) Porter White Capital Advisors, Inc.; Investment Related; President; Business Consulting; 2/2002, 26 hrs; Loans/Asset Sales/No Securities Transactions 3.) Porter, White & Company, Inc.; Investment Related; President/CCO/CEO; Municipal Advisory Firm; 2/2002, 34 hrs / month; CEO and CCO for Municipal Advisor 4.) Porter White Investment Advisors, Inc.; Investment Related; President/CCO/IAR, Registered Investment Advisor; 2/2002; 86 hrs/ month; Investment and wealth management services 5.) Porter White Companies, Inc.; Investment Related; President; Holding Company; 2/2002, 10 hrs/ month 6.) White Family Corp., Inc.; Investment Related; Shareholder; Family Holding Company; 12/1991, 1 hr/month; Shareholder only. Not officer or director. 7.) Salt Box Holdings, LLC; Investment Related; Manager; Family Holding Company; 9/2013; 1 hr/month; Owns / maintains beach rental property. 8.) Sand Ridge Hollow, LLC; Investment Related; Manager; Family Holding Company; 6/2024; 1 hr/month; Family horse farm 9.) Sand Ridge Riding, LLC; Investment Related; Manager; Family Holding Company; 10/2024; 1 hr/month; Provides riding lessons Unless indicated, all time spent is hours per week during trading hours and investment related. The address for each company is: 1927 1st Avenue North 10th Floor, Birmingham, AL 35203-4103
CRS (Client Relationship Summary) - RIA
Click below to view Goodloe Herr White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2004 - Present
PORTER WHITE INVESTMENT ADVISORS, INC.
Office #1: 1927 1st Avenue North 10th Floor, Birmingham, AL 35203-4103RIA
CRD#: 110876
BIRMINGHAM, AL
Past
January 3, 2018 - August 29, 2023
PORTER WHITE CAPITAL, LLC
BD
CRD#: 289839
Birmingham, AL
Past
September 29, 2015 - January 18, 2018
SPEARHEAD CAPITAL, LLC
BD
CRD#: 145560
Birmingham, AL
Past
January 8, 2003 - November 11, 2014
PORTER, WHITE & COMPANY, INC.
BD
CRD#: 7925
BIRMINGHAM, AL
Past
August 27, 1997 - October 20, 1998
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PORTER WHITE INVESTMENT ADVISORS, INC.
PORTER WHITE INVESTMENT ADVISORS, INC. | PW ADVISERS INC | PORTER, WHITE & COMPANY, INC. | PORTER, WHITE & COMPANY
CRD#: 110876 / SEC#: 801-48755
RIA
Registered Investment Advisory firm - (5/12/2005 Approved)Alabama
Registered Investment Advisory firm - (9/9/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(3/23/2004)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PW
PORTER WHITE INVESTMENT ADVISORS, INC.
PORTER WHITE INVESTMENT ADVISORS, INC. | PW ADVISERS INC | PORTER, WHITE & COMPANY, INC. | PORTER, WHITE & COMPANY
CRD#: 110876 / SEC#: 801-48755
RIA
Registered Investment Advisory firm - (5/12/2005 Approved)Alabama
Registered Investment Advisory firm - (9/9/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1927 1st Avenue North 10th Floor, Birmingham, AL 35203-4103
Mailing Address
Phone number
(205) 252-3681
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 712,125,120 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PORTER WHITE INVESTMENT ADVISORS, INC.
CRD#: 110876Birmingham, AL 35203-4103TRUST BUT VERIFY
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