Brian Kurtzer is a registered investment advisor, based in Durham, NC, with 21 years of industry experience.
Location
280 S. Mangum Street, Suite 550, Durham, NC, 27701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a registered investment adviser and senior portfolio manager at Verity Asset Management, dedicating full-time hours. He is also an independent contractor for Verity Financial Group, an insurance agency, but spends no time on this activity.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.
Verity Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.