David
Venegas
Interocean Capital
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About this Advisor
David Venegas is a financial advisor based out of Nashville, Tennessee who has 1 year of industry experience. Venegas currently works for Interocean Capital. Throughout their career, they have worked at Optionsxpress, Inc, Citigroup, Fifth Third Securities, Charles Schwab & Co., Inc and Fifth Third Bank. Venegas holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Illinois. Interocean Capital is a registered investment firm that has its headquarters in Nashville, TN. The company has offices in two locations and a total of 33 people on staff. It manages $5 billion in total assets among its 6,533 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 22 charitable organizations. Of its 6,533 accounts, 84% are associated with high-net-worth individuals who have greater than $1 million in assets. Interocean Capital performs a number of services, including 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. Financial management fee schedules largely are based on which services the firm provides the client. However, fees billed by Interocean Capital can include any blend of 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
David Venegas Work History
David has been registered as a financial advisor for 1 years.*
Citigroup
Fifth Third Securities
Fifth Third Bank
Optionsxpress, Inc
Charles Schwab & Co., Inc
*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 David Venegas 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
Chicago, IL
Nashville, TN
Chicago, IL
Paradise Valley, AZ
Nashville, TN
Nashville, TN
Nashville, TN
Chicago, IL
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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