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Christopher Weston Cushman

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia
SIE, Series 7, Series 24, Series 66CFPClean record20 years registeredLEGACY PLANNING ADVISORS, LLC
5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 5092370Firm CRD# 121289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Weston Cushman · SUWANEE, GA
Registration
CRD #5092370 · LEGACY PLANNING ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

LEGACY PLANNING ADVISORS, LLC
Dec 2024 – present
LEGACY PLANNING ADVISORS, LLC
Jun 2014 – Dec 2023
SUWANEE, GA
AMERIPRISE FINANCIAL SERVICES, INC.
Apr 2006 – Dec 2006
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · April 13, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEGACY PLANNING ADVISORS, LLC
CRD 121289 · SEC 801-112270
AUM
$175M
Regulatory assets under management
Employees
3
664 client accounts
Services offered by LEGACY PLANNING ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LEGACY PLANNING ADVISORS, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at LEGACY PLANNING ADVISORS, LLC

Camille Calhoun Black
SUWANEE, GA
Robert Gerald Black
SUWANEE, GA
Peter Lewis Geckeler
SUWANEE, GA
CFP

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Research
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