Advanta Ira
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas, we hold over $3.5 billion in client assets, including real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency. We deliver unparalleled, one-on-one customer service, industry expertise, and educational tools, and we ensure the elements of your account comply with all IRS rules and regulations. We do this so you can focus on the more important task of identifying promising investments to add to your portfolio.
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Verified contacts
51
available on Kipplo
LinkedIn employees
53
51 to 200 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
4
tools in use
Monthly traffic
4.7K
organic / mo
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Decision-makers and verified team members
51 contacts with verified email or phone · masked until revealed.
- LG
Larissa Greene
Director of Education · Education
EmailPhone - RM
Rachael Moore
Vice President Marketing · Advertising & Marketing
EmailPhone - SM
Scott Maurer
Vice President of Sales · Sales & Business Development
EmailPhone - AP
Alex Perny
Business Development Specialist · Sales & Business Development
EmailPhone - CD
Corey Daharsh
Business Development Specialist · Sales & Business Development
EmailPhone - DZ
David Zaketa
Accounting Associate · Finance & Accounting
EmailPhone - MM
Matthew Mish
Administrative Assistant · General Business & Management
EmailPhone - RA
Rachel Allen
Client Account Manager · Customer/Client Service
EmailPhone - RL
Reneika Lightbourne
Business Development Specialist · Sales & Business Development
EmailPhone
Showing 9 of 51 verified contacts
Top roles at Advanta Ira
25 distinct titles indexed · top 10 shown.
- 6business development specialist
- 5client services manager
- 4accounting associate
- 4administrative assistant
- 3account manager
- 3client account manager
- 2corporate accounting manager
- 2operations team manager
- 2senior accounting associate
- 1,,
- +15more titles
Sign up to unlock all 51 contacts at Advanta Ira
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