Chief Compliance Officer/managing Member · Legacy Planning Advisors, LLC
Christopher W. Cushman
CRD 5092370 · Named on Form ADV at one SEC-registered adviser
At a glance
Legacy Planning Advisors, LLC, an SEC-registered wealth manager based in Suwanee, GA with $234 million in regulatory assets, lists Christopher W. Cushman on its Form ADV as Chief Compliance Officer/managing Member, a control person.
Firms and roles
- Legacy Planning Advisors, LLCChief Compliance Officer/managing MemberWealth manager · Suwanee, GA · $234M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert G. BlackManager/founding Member, Legacy Planning Advisors, LLC
- Peter L. GeckelerManaging Member, Legacy Planning Advisors, LLC
- Derek H BellManaging Member, Legacy Planning Advisors, LLC
- Amy J. FlynnManaging Member, Legacy Planning Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.