Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Weston Cushman

Legacy Planning Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Weston Cushman

Christopher Cushman is a financial advisor who has been in the industry since May 2006. Christopher is currently registered with Legacy Planning Advisors, LLC and holds Series 66, Series 24, SIE and Series 7 licenses. Christopher is also a Certified Financial Planner. Christopher has previously worked at SAGEPOINT FINANCIAL, INC. and AMERIPRISE FINANCIAL SERVICES, INC.

Firm Information

Christopher Cushman is currently registered with Legacy Planning Advisors, LLC. Legacy Planning Advisors, LLC is a financial advisory firm located in Suwanee, GA. The firm provides financial planning and portfolio management services to individuals, high net worth individuals, and other clients. They have approximately $175,265,273 in regulatory assets under management. The firm offers educational seminars and has a strong online presence with a website and active social media accounts.
Legacy Planning Advisors, LLC

5400 LAUREL SPRINGS PARKWAY

SUWANEE, GA 30024

$175.27M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Cushman’s Registration & Firm History

GA

12/27/2024 - Present

Legacy Planning Advisors, LLC (SUWANEE GA)

GA

02/12/2007 - 06/07/2012

SAGEPOINT FINANCIAL, INC. (SUWANEE GA)

GA

03/23/2006 - 12/13/2006

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

Not sure if Christopher Weston Cushman is right for you?

Licenses & Designations

BOTH

Issued 04/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Weston Cushman.
Not sure if Christopher Weston Cushman is right for you?