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About

About This Business

Advanta IRA offers self-directed IRA's to acquire a myriad of alternative investments. Advanta IRA does not sell any investments or give any investment advice, but holds these alternative investments within an IRA.

BBB Accredited Since: 1/31/2014

Years in Business: 22

Products and Services

Advanta IRA provides recordkeeping services for individuals who purchase alternative assets within their retirement account. Investments that can be held in a self-directed IRA include real estate, private notes, LLCs, precious metals and much more.

Business Details

BBB File Opened:
9/27/2009
Business Started:
4/8/2003
Business Incorporated:
4/8/2003
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Jack Callahan, President

Additional Contact Information

Principal Contacts
Jack Callahan, President
Customer Contacts
Jack Callahan, President
Scott Maurer, Vice President of Sales
Robert Koerner, COO
Rachel Moore, Vice President of Marketing
Fax numbers
Primary Fax: (866) 385-6045
Additional Websites
x.com/AdvantaIRA

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 22767 for this business, issued by Florida Bar Association

Florida Bar Association

661 E Jefferson St

Tallahassee FL 32301

Latest Reviews

  • J. A.

    "Terrible Experience with Advanta REMOVEDof Favoritism and Unethical Practices!I had a terrible experience with Advanta REMOVEDthat I feel compelled to share." ... Read full review

View all Reviews

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