Brian Davis

Brian Davis Email and Phone Number

Alternative Retirement Specialist | Self-directed IRAs | Solo 401K | ROBS @ Independent IRA
san diego, california, united states
Brian Davis's Location
San Diego, California, United States, United States
Brian Davis's Contact Details
About Brian Davis

Brian Davis is a Self-Directed IRA specialist who has served Southern California since graduating from UC Santa Barbara in 2001. His company, Independent IRA is a one stop source for setting up IRAs, Checkbook IRAs, and Solo 401k’s. With over fifteen years of experience in financial services, Brian brings a wealth of knowledge on life insurance, annuities, real estate investing, trust deed investing, Crowd Funding, and personal financing, amongst others. Brian enjoys assisting clients and business partners alike by providing a variety of educational programs that range from an overview of the basics to advanced investing by using a Checkbook IRA or a self-trusteed Solo 401(k) plan. Brian uses these alternative investments himself, holding both a Self-Directed IRA and a solo 401k account, which allows him to speak from personal experience.

Brian Davis's Current Company Details
Independent IRA

Independent Ira

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Alternative Retirement Specialist | Self-directed IRAs | Solo 401K | ROBS
san diego, california, united states
Website:
independentira.com
Employees:
1
Brian Davis Work Experience Details
  • Independent Ira
    President
    Independent Ira Jul 2012 - Present
    Greater San Diego Area
    Independent IRA is a one stop shop for all your self-directed IRA and 401(k) needs. As president, Brian’s mission is to help investors who need self-directed IRA custodial accounts as well as others who want full control of their IRA. This is done by providing entity creation for checkbook IRAs and self-trusteed solo 401(k) plans.
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  • Accuplan Benefits Services
    Director Of Business Development
    Accuplan Benefits Services May 2012 - Present
    Greater San Diego Area
    Brian assists people in taking control of their retirement accounts. He can show you how a Self-Directed IRA allows you to invest in just about anything. Brian teaches people how to invest their retirement funds in all types of alternative investments, including real estate, notes, private placements, and precious metals to name a few. He also helps clients explore the world of ROBS.
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  • Retirement Checkbook
    Director Of New Business Development
    Retirement Checkbook Jul 2013 - Dec 2022
    San Diego, Ca
  • The Entrust Group
    Business Development Manager
    The Entrust Group Sep 2009 - Apr 2012
    Greater San Diego Area
    -Worked to develop strategic partners to open a Self-Directed IRA-Conducted Seminars and Webinars on Self-Directed IRAs-Worked on spreading the message on all types of Self-Directed Retirement accounts including IRAs, Coverdells, HSAs and Individual(k)s
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  • Aig American General
    Agent
    Aig American General Aug 2008 - Sep 2009
    Life Agent
  • Aflac
    Agent
    Aflac Nov 2007 - Aug 2008
    View
  • Wells Fargo Home Mortgage
    Home Mortgage Consultant
    Wells Fargo Home Mortgage Jul 2003 - Aug 2007
    View
  • Beneficial Finance
    Account Executive
    Beneficial Finance Jun 2002 - Jun 2003
  • The Territory Ahead
    Csr
    The Territory Ahead Aug 1999 - Feb 2002

Brian Davis Skills

Retirement Alternative Investments Investments Financial Advisory Finance Strategy Fixed Annuities Business Development Real Estate Insurance Iras Mortgage Lending Investment Properties Loans Private Equity Asset Management Small Business Mergers And Acquisitions Due Diligence Retirement Planning Life Insurance Portfolio Management Funding Asset Managment Strategic Financial Planning Financial Services Strategic Partnerships Investment Strategies Wealth Management Valuation Hedge Funds Employee Benefits Financial Modeling Financial Planning Disability Insurance Mutual Funds Series 7 Venture Capital Investment Advisory Asset Allocation Wealth 401k Securities Equities New Business Development

Brian Davis Education Details

Frequently Asked Questions about Brian Davis

What company does Brian Davis work for?

Brian Davis works for Independent Ira

What is Brian Davis's role at the current company?

Brian Davis's current role is Alternative Retirement Specialist | Self-directed IRAs | Solo 401K | ROBS.

What is Brian Davis's email address?

Brian Davis's email address is br****@****lan.net

What is Brian Davis's direct phone number?

Brian Davis's direct phone number is +194970*****

What schools did Brian Davis attend?

Brian Davis attended Uc Santa Barbara.

What skills is Brian Davis known for?

Brian Davis has skills like Retirement, Alternative Investments, Investments, Financial Advisory, Finance, Strategy, Fixed Annuities, Business Development, Real Estate, Insurance, Iras, Mortgage Lending.

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