Ross Walker has been an investment adviser representative at Porter White Investment Advisors since April 2021, and is not listed among the firm’s executive officers or direct owners. Ross Walker holds a BA in Finance from Wofford College and a Certificate in Financial Planning from Boston 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.
Ross Walker is an Associate of Porter White & Company. He works alongside the firm's principals on M&A, valuation, business advisory, financial planning and asset management services. He has valued interests in private investment companies, marketable equity and fixed income securities, privately held real estate entities and privately held companies. He joined Porter White in 2020 after graduating from Wofford College.
- – present · 5 yearsBirmingham, AL · Adviser representative · Firm CRD 110876
Investment adviser representative registrations
Ross Walker is registered as an investment adviser representative in Alabama, since April 2021.
- AlabamaSince 6 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ross Poteat Walker
- CRD
- 7324039
- Firm
- Porter White Investment Advisors · CRD 110876
- Office
- 1927 1ST AVENUE NORTH, 10TH FLOOR, Birmingham, AL 35203-4103
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwco.com
Where does Ross Walker work?
Ross Walker is an investment adviser representative registered through Porter White Investment Advisors, Inc. since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ross Walker a financial advisor?
Yes. Ross Walker has a current investment-adviser registration in Alabama, through Porter White Investment Advisors since April 2021.
How many years of experience does Ross Walker have?
Ross Walker has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Ross Walker passed?
Ross Walker passed the Series 65 in April 2021.
Where is Ross Walker based?
Ross Walker’s registered office is in Birmingham, AL.
Is Ross Walker registered with FINRA?
No. Ross Walker has no current broker registration.
How can I verify Ross Walker’s record?
Search CRD 7324039 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ross Walker’s full registration record.