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Anna-lena Kanter

Investment adviser representative at Porter White Investment Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$748.2MFirm assets

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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

13 years in the industry.

  1. Porter White Investment Advisors, Inc.Jul 2023 to now
  2. Regions BankMay 2022 to Apr 2023
  3. Clarus Consulting GroupJan 2022 to Jan 2022
  4. Global Learning CollectiveSep 2021 to Nov 2021
  5. Christian Youth ExchangeJul 2021 to Jul 2021
  6. Weicon GmbhMay 2021 to Jun 2021
  7. Birmimgham Southern CollegeAug 2019 to May 2024
  8. Westminster Christain AcademySep 2018 to May 2019
  9. Gymnasium WolbeckAug 2013 to Jun 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
8303095
Firm CRD
110876
Advisor's SEC record (opens in a new tab)
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