Ross Poteat Walker
Investment adviser representative at Porter White Investment Advisors, Inc.
4 yearsExperience
1 stateRegistered in
$748.2MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- Porter White Investment Advisors, Inc.Dec 2020 to now
- UnemployedJun 2020 to Nov 2020
- Wofford CollegeAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AL).
Porter White Investment Advisors, Inc.
$748.2MAssets managed
114Clients
5Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7324039
- Firm CRD
- 110876