Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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