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Christopher Weston Cushman

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia
Clean recordLEGACY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

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

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5092370
Firm CRD# 121289
View on FINRA BrokerCheck →

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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.
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Other Advisors at LEGACY PLANNING ADVISORS, LLC

Camille Calhoun Black
SUWANEE, GA
Jennifer Hester Hall
SUWANEE, GA
Peter Lewis Geckeler
SUWANEE, GA
Robert Gerald Black
SUWANEE, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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