Independent Advisor Alliance
41yrs
Top advisor by experience in Belmont
38yrs
David Renko
Financial advisor at Cetera Investment Advisers
At a glance
Experience38 years (since 1988)
How that compares ?Top 4% by experience in North Carolina
OfficeBelmont, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2023 – 2025Avantax Advisory ServicesPreviously
- Mar 2022 – Apr 2023Cetera Wealth Services, LLCPreviously
- 2017 – 2021Raymond James Financial Services Advisors, Inc.Previously
- 2014 – 2017Morgan StanleyPreviously
- Jun 2009 – Oct 2009Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
- May 2006 – Oct 2006Zacks Investment Management, Inc.Previously
Earlier career (1 more)
- 2000 – 2005Citigroup Global Markets Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Cetera Investment Advisers at 310-257-7880 and ask for David Renko. David works from the Belmont, NC office.
How long has David been a financial advisor?
David has been in the industry since 1988, about 38 years. Top 4% by experience in North Carolina.
What licenses does David hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cambridge Investment Research Advisors
40yrs
Top 3% by experience in North Carolina
Cetera Investment Advisers
34yrs
Top 7% by experience in North Carolina
Coppell Advisory Solutions
33yrs
Top 9% by experience in North Carolina
Catawba River Capital
31yrs
Top 12% by experience in North Carolina
Coppell Advisory Solutions
30yrs
Top 13% by experience in North Carolina