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Darius Nmn Lashkari

IPG Investment Advisors, LLC

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About Darius Nmn Lashkari

Darius Lashkari is an investment advisor representative, registered with the state of Texas. Darius has over 20 years of experience in the financial services industry. Darius is currently employed by IPG Investment Advisors, LLC, an investment advisor firm located in San Diego, California. The firm offers investment advisory services to a range of clients, including corporations, individuals, and pooled investment vehicles. Darius has a broad range of experience, having previously worked at firms such as Andbanc Brokerage, LLC, Antarctica Advisors, and Credicorp Capital Securities, Inc. Darius has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Darius Lashkari is currently registered with IPG Investment Advisors, LLC. IPG Investment Advisors, LLC is an investment advisor based in San Diego, CA. The firm manages over $3.5 billion in assets and provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer private fund and limited partnership advisory services and family office services.
IPG Investment Advisors, LLC

501 WEST BROADWAY

SAN DIEGO, CA 92101

$3.51B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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may select advise on and/or offer private funds and limited partnerships and/or provide family office services

May select advise on and/or offer private funds and limited partnerships and/or provide family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Family office, service , finder's fees $ 12b1 fees via afflt

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Darius Lashkari’s Registration & Firm History

CA

01/17/2023 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

FL

06/04/2015 - 03/05/2021

ANDBANC BROKERAGE, LLC (MIAMI FL)

FL

08/02/2016 - 06/02/2017

ANTARCTICA ADVISORS (Miami FL)

FL

09/16/2015 - 12/07/2015

CREDICORP CAPITAL SECURITIES, INC. (CORAL GABLES FL)

FL

09/01/2015 - 09/18/2015

CGIS SECURITIES LLC (MIAMI FL)

FL

09/01/2011 - 09/01/2015

CGIS SECURITIES LLC (MIAMI FL)

FL

11/03/2009 - 06/23/2010

LATAM INVESTMENTS, LLC (MIAMI FL)

FL

02/05/2007 - 07/27/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)

FL

06/10/2005 - 02/09/2007

SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)

NY

12/18/2003 - 06/13/2005

BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)

NY

03/09/2001 - 06/13/2005

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NE

06/22/2000 - 01/30/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

02/18/2000 - 04/27/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 03/29/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/02/2013

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/18/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/09/2003

Series 4 - Registered Options Principal Examination

BC

Issued 06/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 05/26/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/07/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Darius Nmn Lashkari.
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