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.

Consulting

Advanta IRA

Advanta IRA's headquarters in Largo, FL, United States

Jack Callahan

Bo Koerner

This department focuses on managing relationships and accounts with clients to ensure satisfaction and retention.

Client Management

This department focuses on identifying new business opportunities and supporting growth initiatives.

Business Development

This department manages client relationships and ensures satisfaction with services provided.

Client Services

This department focuses on promoting products and services, managing customer relationships, and driving business growth through strategic marketing and sales initiatives.

Marketing and Sales

This department oversees the planning, coordination, and execution of operational activities to ensure efficiency and effectiveness in organizational processes.

Advanta IRA

Org chart

Teams

Client Management

Business Development

Client Services

Marketing and Sales

Operations Management

Offices

Advanta IRA

Org chart

Teams

Client Management

Business Development

Client Services

Marketing and Sales

Operations Management

Offices

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