Investment adviser representative · Coppell Advisory Solutions LLC

Justin F. Carlson

CRD 5504307 · Surprise, AZ

At a glance

Justin F. Carlson is an investment adviser representative with Coppell Advisory Solutions LLC in Surprise, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 2008, about 18 years ago.

Current advisory firms

Coppell Advisory Solutions LLCSince November 2012Surprise, AZ · $1.1B in regulatory assets
Foundations Investment Advisors LLCSince December 2016Phoenix, AZ · $10B in regulatory assets

SEC adviser record

Registered since: 2008 (18 years)
Designations: None on file
Exams: Series 65
Registered in: 2 states
Also a broker representative: No
Disclosures on record: Yes, see the SEC record

AtlasMembers

Justin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.