Advanta IRA

Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas our firm currently holds $2 billion in client assets, many of which consist of real estate-related investments like residential, commercial, and rental properties, mortgage loans, tax liens, etc. We allow all other non-traditional assets, such as private placements, precious metals, foreign currency trading and futures trading. Advanta IRA ensures all elements of the facilitation of your account are performed properly and in compliance with IRS rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.
Advanta IRA contact details
Employees
11-50 View all
Industry
Investment Management
Location
13191 Starkey Road, Suite 2, Largo, Florida 33773, US

Advanta IRA Management & Employee Directory

Haley Foley
HF
Haley Foley
Executive Assistant | Personal Executive Assistant | Virtual Assistant | Administrative Technician | Department Coordinator | Admin specialist II
Monte Smith
MS
Monte Smith
Chief Operations Officer at Phoenix Transmissions Parts, Inc.
Rachael Moore
RM
Rachael Moore
Passionate problem solver and connector.
Shelby Stokking
SS
Shelby Stokking
Accounting Associate | Experienced in Customer Service and Administrative Services
Scott Maurer
SM
Scott Maurer
Director of Business Development at ADVANTA IRA
Scott Maurer
SM
Scott Maurer
Education and Marketing Director at Advanta IRA Services, LLC
Courtney Maxa
CM
Courtney Maxa
Account Manager at Advanta IRA Services
Nicole Lobmaster
NL
Nicole Lobmaster
Corporate Accounting Manager at Advanta IRA
Maria Almonte Jimenez
MJ
Maria Almonte Jimenez
Senior Accounting Associate at Advanta IRA, CISP ( Certified IRA Service Professional)
Alex Perny
AP
Alex Perny
Business Development Specialist for Advanta IRA
Corey Daharsh
CD
Corey Daharsh
Retirement Investing Educator, CISP (Certified IRA Services Professional), Business Development Specialist at Advanta IRA
Eric Golub
EG
Eric Golub
championing real portfolio diversification
Jack Callahan
JC
Jack Callahan
Empowering Retirement Investors Since 2003
Larissa Greene
LG
Larissa Greene
Fostering Education for Using IRAs to Invest in Alternative Assets to Build Retirement Wealth
Michael Callahan
MC
Michael Callahan
Advanta IRA Group - Self -Directed Retirement plans
Reneika Lightbourne
RL
Reneika Lightbourne
Business Development Specialist at Advanta IRA + Investor

Advanta IRA Competitors

International Finance Group
Investment Management
Five Points Capital
Investment Management
Cendana Capital
Investment Management
Harvest Global Investments, LLC
investment management
KBZ Partners LLC
Investment Management

Try ContactOut - the world’s best email finder

ContactOut is used by
76% of Fortune 500 companies

“This is such a great and simple tool to use.”
Tobia St Germain
Recruitment Coordinator, Google
"Find personal mails seamlessly. Thanks for this tool!"
Ekin Bayildiran
Executive Search, Tenstorrent
“Great email tool. I've used a few other services and ContactOut is the easiest one to use.”
Jon Nowakowski
Sr. Recruiter, Robert Half

The market leader in coverage and accuracy

Contact details for 75% of professionals at 99% accuracy.
Societe Generale
“Very easy to use, and it gives contact details that are not available on others I have used.”
Barbara Ball
Barbara Ball
Societe Generale
“Contact Out has tripled the yield to our InMail strategy traditionally exclusively on LinkedIn, which isn't delivering us ROI anymore. Great product!”
Ryan Brogan
Sr. Manager of Global Recruiting, WarnerMedia
“This is definitely my preferred extension for finding email addresses. It requires the least amount of effort to help find information needed. Keep up the great work!”
Suzanne Huynh
Associate, PwC

Access contact details others can't get

Other vendors purchase contact lists that have been resold hundreds of times. At ContactOut we source, store and refresh our data first hand.
“Love this extension and would recommend it to anyone looking for a tool to find email addresses.”
Evan M. Wolfson
National Sales Manager, Yelp
“Love it! I use it every day.”
Camille Verdier
Producer, CNN
“Excellent product, very small chance of error.”
Farida Charania
Sr. Recruiter, HSBC

Outreach CRM

Find emails on Linkedin and Github. Save profiles. Send email campaigns.
Learn more

Vast data

Access one billion emails. Search engine powered by Artificial Intelligence.
Learn more

Privacy compliant

Our data is compliant with GDPR and USA privacy laws.
Learn more