Jaskirat Lakhat
Jaskirat Lakhat is a registered investment advisor at A.G.P / Alliance Global Partners, based in Vienna, VA, with 26 years of industry experience. Jaskirat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Vienna, VA
Get directionsHistory
Regulatory History (2)
Criminal
June 2022Customer Dispute
August 2016Other Business Activities
Jaskirat owns rental properties through several LLCs, including Skyla LLC and Lakhat LLC, starting in 2016 and 2020. He spends minimal time on these activities, primarily as a landlord and managing luxury car rentals.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
A.G.P. / Alliance Global Partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
State Registrations9 states
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.