Advanta IRA
Rachel Allen is a Client Account Manager at Advanta IRA since May 2022, with a robust background in customer service and management. Previous experiences include roles as a Student at St. Petersburg College from August 2020 to May 2022, a Lead Barista at Power Design, Inc. where responsibilities included café opening logistics and customer dispute resolution, and a Barista Trainer at Starbucks, focusing on employee training and maintaining service standards during busy periods. Earlier positions include Windows Leader at Dunkin' Donuts, and Bakery Associate at Winn-Dixie, emphasizing customer relations and process improvement. Rachel holds a Bachelor of Business Administration in Financial Planning and Services and an Associate of Arts in the same field, both from St. Petersburg College, complementing a foundational education from Palm Harbor University High School.
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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.