Claim Profile
CC

Christopher Weston Cushman

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia
Unclaimed Profile
5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 5092370Firm CRD# 121289
01

About

Christopher Weston Cushman is a registered financial advisor based in SUWANEE, Georgia, affiliated with LEGACY PLANNING ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY PLANNING ADVISORS, LLC
LEGACY PLANNING ADVISORS, LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5092370
Firm CRD# 121289
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUWANEE?

Browse all registered financial advisors in SUWANEE, Georgia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christopher Weston Cushman offer?
Christopher Weston Cushman specializes in Financial Planning, Investment Management. Contact their office in SUWANEE, Georgia for a consultation.
What are Christopher Weston Cushman's credentials?
Christopher Weston Cushman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Weston Cushman located?
Christopher Weston Cushman is based in SUWANEE, Georgia, working with LEGACY PLANNING ADVISORS, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.
How does Christopher Weston Cushman charge for services?
Christopher Weston Cushman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY PLANNING ADVISORS, LLC?
LEGACY PLANNING ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty