What departments does Advanta IRA have?

Advanta IRA has employees across 11 departments including Operations, Marketing, Sales, Education, Customer Success.

What is the largest department at Advanta IRA?

The largest department at Advanta IRA is Customer Success with 10 employees.

Where are Advanta IRA employees located globally?

Advanta IRA has employees across 1 continents and 1 countries including United States Of America.

How has Advanta IRA's team size changed over time?

Advanta IRA's team has decreased from approximately 51 to 49 employees based on available data.

Advanta IRA Employee Directory

Q: Who are Advanta IRA's key employees and leadership?

Advanta IRA's key employees include: Founder And Ceo: J. C., Chief Operating Officer: B. K., Vice President Marketing: R. M., Vice President Of Sales: S. M., Vp Of Marketing: A. I..

Investment ManagementFlorida, United States51-200 Employees

Advanta IRA is a self-directed IRA administrator that serves clients nationwide from its locations in Florida, Georgia, and the Carolinas. The firm manages assets across real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency, providing one-on-one client service and guidance to ensure accounts comply with IRS rules so investors can identify and add suitable opportunities to their portfolios. Operating within the investment management industry, Advanta IRA positions itself as a specialist in overseeing self-directed retirement accounts, balancing education and regulatory compliance to support individual investment strategies. The company is based in Clearwater, Florida, and has a regional presence that complements its nationwide service model. In recent developments, Advanta IRA has expanded its office footprint to Clearwater and introduced an initiative focused on alternative investing education.

Advanta IRA Global Highlights

North America
64

United States Of America
64

Advanta IRA's Leadership

B. K.
Chief Operating Officer
Mobile Phone
Email
R. M.
Vice President Marketing
Mobile Phone
Email
S. M.
Vice President Of Sales
Mobile Phone
Email
A. I.
Vp Of Marketing
Mobile Phone
Email
J. C.
Founder And Ceo
Mobile Phone
Email
L. G.
Director Of Education
Mobile Phone
Email
D. H.
Client Services Manager
Mobile Phone
Email
B. W.
Assistant Marketing Manager
Mobile Phone
Email

Advanta IRA Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Business Development
Community & Social Services
Business
Other

Contact profiles from Advanta IRA

Name

Title

Contact Info

Location

Last Update

B. K.
Chief Operating Officer
Mobile Phone
Email
United StatesFlorida
Jun 18, 2026
J. C.
Founder And Ceo
Mobile Phone
Email
United StatesFlorida
Jun 25, 2026
R. M.
Vice President Marketing
Mobile Phone
Email
United StatesFlorida
Jun 01, 2026
S. M.
Vice President Of Sales
Mobile Phone
Email
United StatesFlorida
May 22, 2026
A. I.
Vp Of Marketing
Mobile Phone
Email
United StatesFlorida
May 20, 2026
L. G.
Director Of Education
Mobile Phone
Email
United StatesFlorida
May 20, 2026
D. H.
Client Services Manager
Mobile Phone
Email
United StatesFlorida
Mar 25, 2026
B. W.
Assistant Marketing Manager
Mobile Phone
Email
United StatesFlorida
May 22, 2026
B. L.
Transaction Manager
Mobile Phone
Email
United StatesFlorida
May 31, 2026
R. S.
Client Account Manager
Mobile Phone
Email
United StatesFlorida
May 20, 2026

Frequently Asked Questions

What is Advanta IRA known for?

Advanta IRA was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 4790 140th Avenue North Clearwater, Florida 33762 United States; you can contact the main corporate office by phone at

+1-800-425-****

. Explore Advanta IRA's company overview page for more information.

What is Advanta IRA's most common email format?

Advanta IRA employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advanta IRA email formats with LeadIQ.

How many employees does Advanta IRA have currently?

Advanta IRA has approximately 54 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Advanta IRA's key employees and leadership?

As of June 2026, Advanta IRA's key employees include:

Chief Operating Officer: B. K.
Vice President Marketing: R. M.
Vice President Of Sales: S. M.
Vp Of Marketing: A. I.
Founder And Ceo: J. C.

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Advanta IRA Employee Directory

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