Cray J. Coppins
Professional summary
Cray Jenings Coppins III, CFP®, who also goes by Cray Coppins, Pete Coppins, is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Lake Bluff, Illinois.
Cray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Cray has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cray Jenings Coppins III's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2024 - Present
MISSION WEALTH MANAGEMENT, LP
September 28, 2012 - November 17, 2024
STONEPATH WEALTH MANAGEMENT, LLC
October 21, 2011 - September 5, 2012
USAA FINANCIAL PLANNING SERVICES
October 4, 2011 - September 5, 2012
USAA FINANCIAL ADVISORS, INC.
March 3, 2004 - December 31, 2005
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057 / SEC#: 801-61230
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2024)
Exams
Current Firm
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057 / SEC#: 801-61230
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,456 |
| AUM (Assets Under Management) | $ 10,024,060,630 |
Red Flags
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