Justin CarlsonCRD Number: 5504307
Current Firm: Fusion Capital Management
Justin Carlson (CRD# 5504307) is an Investment Advisor Representative working at Fusion Capital Management in Surprise, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Fusion Investment Advisors, LLC||Surprise, AZ||Oct 2012 - Current||4|
|Arizona Lighting Innovations, LLC||Phoenix, AZ||Sep 2011 - Current||5|
|New Era Insurance Marketing||Surprise, AZ||Jan 2008 - Current||9|
|Usa Tax & Ins Svc Dba American Investment Svcs||Palm Harbor, FL||Mar 2008 - Sep 2012||4|
|Apsi||Phoenix, AZ||Jan 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management123MILLIONS
Total Number of Accounts1,620ACCOUNTS
Average Account Value$75,733
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV