Goodloe White has been President and CCO of Porter White Investment Advisors since July 2009, is a control person of the firm and directly owns under 5% of it. Goodloe White holds an MBA from Duke University Fuqua School of Business. Goodloe White studied BSE in Civil Engineering and Operations Research at Princeton University.
Porter White Investment Advisors, Inc. is a Birmingham, AL firm with $748M under management, 114 clients and 5 advisers in one office, as of its April 2026 filing.
Goodloe White is President of Porter White & Company. He is active in all areas of the firm, from managing investments to advising clients on raising money. He started his investment banking career in New York in the project and lease finance group of Credit Suisse (then CS First Boston), later worked in Hong Kong and London, and became chief financial officer of a small software company after business school.
- – present · 22 yearsBirmingham, AL · Adviser representative · Firm CRD 110876
Investment adviser representative registrations
Goodloe White is registered as an investment adviser representative in Alabama, since March 2004.
- AlabamaSince 23 March 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 54 | Municipal Advisor Principal Qualification Examination | 12 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 50 | Municipal Advisor Representative Qualification Exam | 9 June 2017 |
| Series 24 | General Securities Principal Examination | 14 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2003 |
| Series 7 | General Securities Representative Examination | 26 August 1997 |
- Name
- Compliance Officer Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Municipal Advisor Principal Qualification Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Advisor Representative Qualification Exam
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Goodloe Herr White
- CRD
- 2929235
- Firm
- Porter White Investment Advisors · CRD 110876
- Role
- President and CCO
- Office
- 1927 1ST AVENUE NORTH, 10TH FLOOR, Birmingham, AL 35203-4103
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwco.com
Where does Goodloe White work?
Goodloe White has been President and CCO of Porter White Investment Advisors, Inc. since July 2009, and is a control person of the firm.
Is Goodloe White a financial advisor?
Yes. Goodloe White has a current investment-adviser registration in Alabama, through Porter White Investment Advisors since March 2004.
How many years of experience does Goodloe White have?
Goodloe White has 24 years in the financial industry, since November 2001, across 1 adviser firm.
What exams has Goodloe White passed?
Goodloe White has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 50, Series 54, Series 14, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in August 1997. FINRA credited Goodloe White with the SIE, which began in October 2018.
Where is Goodloe White based?
Goodloe White’s registered office is in Birmingham, AL.
Is Goodloe White registered with FINRA?
No. Goodloe White has no current broker registration.
How can I verify Goodloe White’s record?
Search CRD 2929235 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Goodloe White’s full registration record.