Shaunna
Zoeckler
Interocean Capital
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About this Advisor
Shaunna Zoeckler is a financial advisor based in Nashville, Tennessee with 1 year of relevant experience. Zoeckler is an advisor for Interocean Capital. Over the course of their career, they have held roles at Lpl Financial, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Independent Financial Group, M. S. Howells & Co, Henry+Horne Wealth Management and Interocean Capital Group LLC. Zoeckler has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Arizona. Interocean Capital is an advisory business based in Nashville, TN. The company has offices in two locations and a total of 33 financial advisors. It administers $5 billion in total assets among its 6,533 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 6,533 accounts, 84% are associated with high-net-worth individuals who have greater than $1 million in assets. Interocean Capital offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules depend on which service is provided. Fee types billed by Interocean Capital may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interocean Capital Brokerage Details
$4,465,622,439
33
6,533
$683,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Shaunna Zoeckler Work History
Shaunna has been registered as a financial advisor for 1 years.*
Interocean Capital Group LLC
M. S. Howells & Co
Independent Financial Group
Henry+Horne Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Lpl Financial, LLC
*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 Shaunna Zoeckler 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 Interocean Capital
Nashville, TN
Chicago, IL
Chicago, IL
Paradise Valley, AZ
Nashville, TN
Nashville, TN
Nashville, TN
Chicago, IL
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