Christopher Cushman has been Chief Compliance Officer/Managing Member of Legacy Planning Advisors since May 2022, is a control person of the firm and directly owns between 25% and 50% of it. Christopher Cushman holds a Bachelor of Science in Industrial Engineering from Georgia Institute of Technology.
Legacy Planning Advisors, LLC is a Suwanee, GA firm with $234M under management, 265 clients and 8 advisers in one office, as of its February 2026 filing.
Chris Cushman is Wealth Advisor and Managing Member of Legacy Planning Advisors, based in Suwanee, Georgia. Cushman works mostly with retirees or individuals close to retirement, corporate leaders, and business owners.
Christopher Cushman’s longest registration was 9 years at Legacy Planning Advisors, LLC (2014–2023). Before joining Legacy Planning Advisors in 2024, Christopher Cushman was registered through Ameriprise Financial Services, Inc.
- – present · 1 yearSuwanee, GA · Adviser representative · Firm CRD 121289
- Ameriprise Financial Services, Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Legacy Planning Advisors
- Certified Financial Planner, CFP®
- Certified Kingdom Advisor, CKA®
Investment adviser representative registrations
Christopher Cushman is registered as an investment adviser representative in 4 states. The first approvals date from December 2024; the most recent is Florida, in February 2025.
- FloridaSince 18 February 2025
- GeorgiaSince 2 January 2025
- South CarolinaSince 27 December 2024
- TexasSince 27 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 19 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 April 2006 |
| Series 7 | General Securities Representative Examination | 22 March 2006 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Weston Cushman
- CRD
- 5092370
- Firm
- Legacy Planning Advisors · CRD 121289
- Role
- Chief Compliance Officer/Managing Member
- Office
- 5400 LAUREL SPRINGS PARKWAY, SUITE 101, Suwanee, GA 30024
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacyplanningadvisors.com
Where does Christopher Cushman work?
Christopher Cushman has been Chief Compliance Officer/Managing Member of Legacy Planning Advisors, LLC since May 2022, and is a control person of the firm.
Is Christopher Cushman a financial advisor?
Yes. Christopher Cushman has a current investment-adviser registration in Florida, Georgia, South Carolina and Texas, through Legacy Planning Advisors since December 2024.
How many years of experience does Christopher Cushman have?
Christopher Cushman has 20 years in the financial industry, since May 2006, across 2 adviser firms.
What exams has Christopher Cushman passed?
Christopher Cushman has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2006. FINRA credited Christopher Cushman with the SIE, which began in October 2018.
Where did Christopher Cushman work before Legacy Planning Advisors?
Before Legacy Planning Advisors, Christopher Cushman was registered through Ameriprise Financial Services, Inc., April 2006 to December 2006.
Where is Christopher Cushman based?
Christopher Cushman’s registered office is in Suwanee, GA.
Is Christopher Cushman registered with FINRA?
Yes. Christopher Cushman has a current broker registration, under CRD 5092370.
Source: FINRA BrokerCheck
Is Christopher Cushman a CFP?
Legacy Planning Advisors lists Christopher Cushman with the CFP credential (“Certified Financial Planner, CFP®”) on its website. CFP Board confirms certification status.
How can I verify Christopher Cushman’s record?
Search CRD 5092370 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Cushman’s full registration record.
