David
Renko
Avantax Advisory Services
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About this Advisor
David Renko is a financial advisor based in Fort Mill, South Carolina, working with Avantax Advisory Services. David has previously held positions at Morgan Stanley, Raymond James Financial Services, Inc, Woodforest National Bank, Raymond James Financial Services Advisors Inc, Woodforest Wealth Strategies, Cetera Advisor Networks LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Avantax Investment Service, Inc, and Avantax Advisory Services. David has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, David is part of Avantax Advisory Services, which operates out of Fort Mill, South Carolina. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Educational seminars/workshops
- Other
David Renko Work History
Avantax Investment Service, Inc
Avantax Advisory Services
Cetera Advisor Netowrks LLC
Cetera Investment Services LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Raymond James Financial Services, Inc
Woodforest National Bank
Raymond James Financial Services Advisors Inc
Woodforest Wealth Strategies
Morgan Stanley
Disclosures
Please visit the SEC profile of David Renko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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