Advanta IRA
Advanta IRA

Advanta IRA Information

Contact top employees from Advanta IRA

Summary

Advanta IRA is a private company that has been in the industry for 23 years. The company currently specializes in the Financial Services, Diversified Investment Services areas. The position of the Founder & CEO is occupied by Jack Callahan. Its headquarters is located at Largo, Florida, USA. The number of employees ranges from 25 to 100. The annual revenue of Advanta IRA varies between 100K and 5.0M. Total funding of the company - $150K. To connect with Advanta IRA employee register on SignalHire.

Organization Website

AdvantaIRA.com

Social Links

facebooklinkedIntwitter

Phone Number

800.425.0653

Industries

Headquarters Location

4790 140th Ave N, Clearwater, Florida, 33762 US

Employees Size

100-200 employees

Specialties

Self-Directed IRA, Real Estate IRA, Single-Member LLC, Gold IRA, Checkbook IRA, Private Lending, Notes & Mortgages, Precious Metals, FOREX, Futures Trading, Peer-to-Peer Lending, Alternative Investments, Real Estate 401(k), Health Savings Account (HSA)

SIC Code

6199

DMA Code

Tampa Bay Area

Founded

2003

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2011Privately
Held
25 - 100 5.9M $150K
2005Privately
Held
25 - 100 11.3M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at Advanta IRA shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years25% for 3–4 years21% for 5–7 years17% for 8–10 years25% have over 11 years of service at Advanta IRA
Ex-employees positions
In Company
In New Company
Contact top employees from Advanta IRA
Rachael Moore
Vice President Marketing
View
Jack Callahan
Founder and CEO
View
Haley Foley
New Account Coordinator
View
Matthew Mish
Administrative Assistant
View
Owen Lynn
Business Development Executive
View
Dimitri Radevski
Sales Support Specialist
View
Corey Daharsh
Business Development Specialist
View
Eric McMiller
Sales Support Specialist
View
Kali Clouette
Human Resources
View
Maria Almonte Jimenez
Accounting Operations Manager
View
Alex Perny
Business Development Specialist
View
Paul Hutchings
Project Manager
View
Brett Lawton
Transaction Manager
View
Bo Koerner
Chief Operating Officer
View
David Haywood
Client Services Manager
View
Jack Pike
Client Account Manager
View
Sarah Hood
Client Services Manager
View
Tiffany
Training and Development Specialist
View
Susan Pauer
Administrative Assistant
View
Nicole Lobmaster
Corporate Accounting Manager
View
Shelby Stokking
Billing Specialist
View
Billy Walsh
Assistant Marketing Manager
View
Kendra Lubinski
Business Development Specialist
View
Matthew Taylor
Administrative Assistant
View
Illy Abderrazak
Client Account Manager
View
Cayce Scott
Client Account Manager
View
Dimitri Radevski
Account Manager
View
Hayden Harker
Account Manager
View
Boris Ilyukhin
Client Services Manager
View

FAQ

Advanta IRA operates in the Finance industries. More details can be found on the official website: AdvantaIRA.com.
The headquarters of Advanta IRA are located in Clearwater, United States.
The current CEO of Advanta IRA is Jack Callahan
You can contact Advanta IRA by phone at 800.425.0653.
Advanta IRA currently employs 100-200 people.
Advanta IRA's revenue is approximately 4.8M.
Well-known competitors of Advanta IRA include FlexFunds and Progressive Financial Services.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP