Leslie
Shockley
Argi Investment Services, LLC
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About this Advisor
Leslie Shockley is a financial advisor based in Louisville, Kentucky with a total of 2 years of relevant experience. Shockley is an advisor for Argi Investment Services, LLC. Throughout their career, Shockley has worked at Stegner Investment Associates, Inc, Murray State University, University Of Louisville, St. Mary'S High School, At Home Mother, Argi Investment Services, LLC and Cerity Partners. Shockley holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Indiana and Kentucky. Argi Investment Services, LLC is a firm headquartered in Louisville, KY. The company has offices in eight locations and a total of 169 advisors. It controls $5 billion in assets among its 15,255 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 17 charitable organizations. Of its 15,255 customer accounts, 28% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on the financial services provided. However, fees billed by Argi Investment Services, LLC can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Argi Investment Services, LLC Brokerage Details
$4,569,619,524
169
15,255
$299,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Leslie Shockley Work History
Leslie has been registered as a financial advisor for 2 years.*
Cerity Partners
At Home Mother
Argi Investment Services, LLC
Stegner Investment Associates, Inc
Murray State University
University Of Louisville
St. Mary'S High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leslie Shockley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argi Investment Services, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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