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Kelsey Dougherty Plummer

Kelsey D. Plummer

PURSUIT WEALTH STRATEGIES | Financial Advisor
RALEIGH, NC 27615
Some features on this profile are disabled
CRD#: 5791169
Kelsey Dougherty Plummer
Kelsey Dougherty PlummerPURSUIT WEALTH STRATEGIES

Professional summary

Kelsey Dougherty Plummer, CFP®, who also goes by Kelsey Anne Daugherty, Kelsey Anne Dougherty, is a registered financial advisor currently at PURSUIT WEALTH STRATEGIES, LLC located in Raleigh, North Carolina.

Kelsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kelsey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: $100K–$250K

Services Offered

Investment Planning
Retirement Planning
Employee and Employer Plan Benefits
Comprehensive Financial Planning

Aliases

Kelsey Anne Daugherty | Kelsey Anne Dougherty

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey Dougherty Plummer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

October 27, 2025 - Present

PURSUIT WEALTH STRATEGIES, LLC

Office #1: 8311 Bandford Way Suite 105, Raleigh, NC 27615
RIA
CRD#: 337709
RALEIGH, NC
Past

October 18, 2011 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
RALEIGH, NC
Past

September 16, 2011 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
RALEIGH, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(10/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/2011
General Securities Representative Examination

Current Firm

PW
PURSUIT WEALTH STRATEGIES, LLC
PURSUIT WEALTH MANAGEMENT, LLC | PURSUIT WEALTH STRATEGIES, LLC

CRD#: 337709 / SEC#: 801-134423

RIA
Registered Investment Advisory firm - (9/30/2025 120-Day Approval)
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Contact information

Main Address
8311 Bandford Way Suite 105, Raleigh, NC 27615
Mailing Address
Phone number
(919) 847-7600
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PURSUIT ADV PART 2A (8/26/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PURSUIT WEALTH STRATEGIES, LLC

Financial AdvisorCRD#: 337709Raleigh, NC 27615

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Contact information

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