BBB Accredited Business Profile

Advanta IRA Services, LLC

Advanta IRA Services, LLC

(727) 581-9853

Advanta IRA Services, LLC

13 years in business
13191 Starkey Rd Ste 9
Largo, FL 33773
BBB File Opened: 09/27/2009
Business Started: 04/08/2003
Business Incorporated: 04/08/2003 in FL
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Mr. Jack M. Callahan, President
  • Mr. Douglas Davenport, Manager
  • Mr. Robert Koerner, Operations Director
  • Mr. Scott Maurer, Business Development
Business Category
  • Financial Services
  • Investment Management
  • Real Estate Investors

Products & 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.
Service Area
This company serves Pinellas, Hillsborough, Pasco, Manatee, and Sarasota Counties.
Licensing, Bonding or Registration
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.

A+

Overview

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.

Let's socialize:

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 08:30 AM to 05:00 PM
Tue: 08:30 AM to 05:00 PM
Wed: 08:30 AM to 05:00 PM
Thu: 08:30 AM to 05:00 PM
Fri: 08:30 AM to 04:00 PM
Sat: Closed
Sun: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Advanta IRA Services, LLC

Advanta IRA Services, LLC

BBB ACCREDITED SINCE 01/31/2014

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

0 3
Request a Quote