Advanta IRA
Brett Lawton, CISP, has extensive experience in financial services, currently serving as a Transaction Manager and Account Manager at Advanta IRA since September 2017, where assistance is provided to clients making alternative investments in various asset classes. Previously, Brett held the position of Accounts Receivable Specialist at Advantage Solutions between August 2016 and September 2017, focusing on bank account receipt processing, financial audits, and resolving accounting issues. Prior to that, Brett was a Loan Representative at OneLoanPlace.com from August 2014 to August 2016, generating significant revenue through phone sales and mentoring new hires on customer service practices. Brett obtained a Bachelor of Science in Biology from Florida State University in 2015.
This person is not in any teams
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.