Leslie Shockley Ballantine
Investment adviser representative at Shepherd Financial Investment Advisory LLC
11 yearsExperience
1 stateRegistered in
$6.2BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Shepherd Financial Investment Advisory LLCJun 2025 to now
- Cerity PartnersAug 2021 to Jun 2025
- Argi Investment Services, LLCAug 2021 to Apr 2023
- At Home MotherMay 2021 to Aug 2021
- Stegner Investment Associates, Inc.May 2017 to May 2021
- Murray State UniversityAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KY).
Shepherd Financial Investment Advisory LLC
$6.2BAssets managed
1,244Clients
28Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7206183
- Firm CRD
- 288623