Kelsey Dougherty Plummer
Investment adviser representative at Pursuit Wealth Strategies, LLC
15 yearsExperience
1 stateRegistered in
$457.5MFirm assets
1 yearFirm 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
Experience
15 years in the industry.
- Pursuit Wealth Strategies, LLCOct 2014 to now
- Raymond James Financial Services Advisors Inc.Oct 2011 to Oct 2025
- Raymond James Financial ServicesAug 2011 to Oct 2025
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Pursuit Wealth Strategies, LLC
Legal name: Pursuit Wealth Management, LLC
$457.5MAssets managed
483Clients
4Advisers
1 yearIn 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
- 5791169
- Firm CRD
- 337709