Cristopher Cuevas
Cristopher Cuevas is a registered investment advisor at Bright Legacy LLC, based in Chino Hills, CA, with 6 years of industry experience. Cristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 31 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bright Legacy charges a percentage of the value of your investments each year. The exact percentage ranges from 1.00% to 2.00% annually, and may be negotiable based on the scope and complexity of the services, the amount you invest, and the overall relationship with Bright Legacy. This fee includes financial planning services.
Location
15335 Fairfield Ranch Road, Suite 240, Chino Hills, CA, 91709
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cristopher is a licensed insurance professional, dedicating minimal time to this activity. He is also the Vice President of Business Development at Golden Springs View d/b/a American Freedom Finance, and a Principal/Cloud Consultant at Cloud Partners, spending about 10-20% of his time on each of these roles.
Employment History
Current Registrations
Bright Legacy LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.