KP
KP

Kurt Preble

24 Years of Experience
Durham, NC
BrokerSells Insurance

Kurt Preble is a registered investment advisor, based in Durham, NC, with 24 years of industry experience.

Location

280 S. Mangum Street, Suite 550, Durham, NC, 27701

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kurt is a registered investment advisor representative with Verity Asset Management, dedicating full-time hours to investment advisory services. He is also an independent contractor for Verity Financial Group, an insurance agency, and spends minimal time selling insurance and annuity products. Additionally, Kurt works a few hours per week as an independent consultant for TSP Pilot, LLC, providing consulting regarding generic content for an advisory newsletter.

Employment History
Current Registrations
The Leaders Group, INC.
November 2025 - Present · 8 mos
The Leaders Group, INC.Broker
November 2025 - Present · 8 mos
Verity Asset Management
July 2011 - Present · 15 yrs
Previous Registrations
Verity Investments, INC.
January 2005 - July 2011 · 6 yrs 6 mos
Verity Investments, INC.Broker
June 2001 - November 2025 · 24 yrs 5 mos
State Registrations4 states
ALLANCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.