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John Robin Lakian

AEGIS CAPITAL, LLC·CHARLOTTE, North Carolina
Series 7, Series 24, Series 63AEGIS CAPITAL, LLC
525 N TRYON ST, CHARLOTTE, NC 28202CRD# 1085578Firm CRD# 125376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Robin Lakian · CHARLOTTE, NC
Registration
CRD #1085578 · AEGIS CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
02

Disclosure History

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Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
AEGIS CAPITAL, LLC
CRD 125376 · SEC 801-63063
AUM
$3M
Regulatory assets under management
Employees
11
111 client accounts
Services offered by AEGIS CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AEGIS CAPITAL, LLC →
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Frequently Asked Questions

What services does John Robin Lakian offer?
John Robin Lakian specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are John Robin Lakian's credentials?
John Robin Lakian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Robin Lakian located?
John Robin Lakian is based in CHARLOTTE, North Carolina, working with AEGIS CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does John Robin Lakian charge for services?
John Robin Lakian's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS CAPITAL, LLC?
AEGIS CAPITAL, LLC has approximately 11 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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