Advanta IRA Services, LLC

Description

For IRAs, Advanta IRA acts as an agent for custodial banks, and provides record keeping and tax reporting for non-traditional assets. For qualified plans, such as the Individual 401(k), we provide the plan document, which is qualified under the IRS code. Advanta IRA also provides record-keeping services for the plan assets you elect. We also offer a “Do Your Own” plan in which we provide you with the IRS-approved plan documents, but you personally perform the record-keeping functions.

Teresa Chin is a marketing and client service specialist at Advanta IRA Administration, LLC. Much like the others on the team, Teresa brings a unique voice and perspective to Advanta. She earned a BA in English from Wesleyan University and an MBA from Emory University’s Goizueta Business School with a concentration in marketing. Prior to Advanta, Teresa worked in retail banking and project management as an elected bank officer and branch manager with oversight of operations, service and sales.

Nicole Lobmaster is a client service specialist at Advanta IRA. Nicole assists clients with their accounts receivable & payable trasactions. She also works closely with the account service team providing exceptional customer service and performing various other administrative duties. She worked in customer service for several years while attending school and earning a degree from the University of South Florida.

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