Cray Coppins, financial advisor Lake Bluff IL

Cray Coppins

CRD Number: 4703374
Current Firm: Stonepath Wealth Management, LLC

Cray Coppins (CRD# 4703374) is an Investment Advisor Representative working at Stonepath Wealth Management, LLC in Lake Bluff, IL and has over 12 years of experience in the finance industry. Cray Coppins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stonepath Wealth Management, LLC Lake Bluff, IL Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
Contact Info for Cray J. Coppins
Phone Number: (847) 283-6025
Registered State(s):
  • IL
  • TX
Current Firm Details
Stonepath Wealth Management, LLC
Firm's CRD Number: 164695
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $238,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX

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