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Darius Lashkari

Ipg Investment Advisors, LLC
24 Years of Experience
San Diego, CA
Broker
View SEC Summary
View SEC Summary

Darius Lashkari is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 24 years of industry experience. Darius is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,282 clients with $4.1B in assets under management.

Ipg Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,282 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees generally range from 0.60% to 1.50% annually, depending on account size and complexity. Fees are negotiable for large accounts or family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 West Broadway, Suite 1350, San Diego, CA, 92101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Darius is the CCO/AMLCO with IPG IVESTMENT ADVISORS, LLC, an affiliated investment advisor, dedicating time during market hours in a supervisory, non-commission based role. He is also the sole owner of Source 1, LLC, providing notary services, and a non-public arbitrator for FINRA Dispute Resolution Services, but currently devotes no time to either activity.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 9 mos
Investment Placement Group
March 2021 - Present · 5 yrs 7 mos
Investment Placement GroupBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Antarctica AdvisorsBroker
August 2016 - June 2017 · 10 mos
Credicorp Capital Securities, INC.Broker
September 2015 - December 2015 · 3 mos
Cgis Securities LLCBroker
September 2015 - September 2015 · 0 mos
Andbanc Brokerage, LLCBroker
June 2015 - March 2021 · 5 yrs 9 mos
Cgis Securities LLCBroker
September 2011 - September 2015 · 4 yrs
Latam Investments, LLCBroker
November 2009 - June 2010 · 7 mos
Seaside Capital Management, INC.
October 2009 - December 2009 · 2 mos
Raymond James Financial Services Advisors, INC
April 2009 - July 2009 · 3 mos
Raymond James Financial Services
February 2007 - July 2009 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2007 - July 2009 · 2 yrs 5 mos
Suntrust Investment Services, INC.
June 2005 - February 2007 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
June 2005 - February 2007 · 1 yr 8 mos
Bear, Stearns Securities CORP.Broker
December 2003 - June 2005 · 1 yr 6 mos
Bear, Stearns & CO. INC.Broker
March 2001 - June 2005 · 4 yrs 3 mos
TD Waterhouse Investor Services, INC.Broker
June 2000 - January 2001 · 7 mos
Dean Witter Reynolds INC.Broker
February 2000 - April 2000 · 2 mos
State Registrations24 states
AZCACOCTDCDEFLGAHIILMAMDNCNJNYOHOKORPAPRRITXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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