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Cray Jenings Coppins

Mission Wealth Management, LP

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About Cray Jenings Coppins

Cray Jenings Coppins is a financial advisor with over 12 years of experience in the financial services industry. Cray is currently registered with Mission Wealth Management, LP in Lake Bluff, IL and Stonepath Wealth Management, LLC in both Lake Bluff and Lake Forest, IL. Prior to that, Cray was registered with USAA Financial Advisors, Inc. in Chicago, IL and MML Investors Services, Inc. in Springfield, MA. Cray is a Certified Financial Planner® professional.

Firm Information

Cray Coppins is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cray Coppins’s Registration & Firm History

IL

10/01/2024 - Present

Mission Wealth Management, LP (Lake Bluff IL)

IL

10/04/2011 - 09/05/2012

USAA FINANCIAL ADVISORS, INC. (CHICAGO IL)

MA

03/03/2004 - 12/31/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 10/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cray Jenings Coppins.
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