Kenneth Plummer, financial advisor Chester Spring PA

Kenneth Plummer

CRD Number: 1979140
Current Firm: Gradient Advisors, LLC

Kenneth Plummer (CRD# 1979140) is an Investment Advisor Representative working at Gradient Advisors, LLC in Chester Spring, PA and has over 15 years of experience in the finance industry.

Professional Designations
Company Name Location Dates Years
Gradient Advisors Arden Hills, MN Jul 2020 - Current 3
Alliance America Corporation Sarasota, FL Jun 2014 - Current 9
The Eagle One Group, Inc. Chester Springs, PA Feb 2006 - Current 18
Virtue Capital Management, LLC Nashville, TN Jan 2015 - Jul 2020 5
Brookstone Capital Management Wheaton, IL Jan 2009 - Dec 2015 6
United Advisors Corporation Sarasota, FL Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
S63 Uniform Securities State Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kenneth E. Plummer
Phone Number: 877-885-0508
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    2,706
    ACCOUNTS
  • Average Account Value
    $76,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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