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@independentira.com
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3 phones found area 949 and 801
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LinkedIn matched
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Brian Davis is listed as Alternative Retirement Specialist | Self-directed IRAs | Solo 401K | ROBS at Independent IRA, a company with 1 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at independentira.com, phone signal with area code 949, 801, and a matched LinkedIn profile for Brian Davis.
Brian Davis previously worked as President at Independent Ira and Director of Business Development at Accuplan Benefits Services. Brian Davis holds B.A., Communication from Uc Santa Barbara.
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AeroLeads found 1 current-domain work email signal for Brian Davis. Compare company email patterns before reaching out.
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.
Listed skills include Retirement, Alternative Investments, Investments, Financial Advisory, and 41 others.
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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.
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.
San Diego, CA
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
Life Agent
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Brian Davis works for Independent IRA.
Brian Davis is listed as Alternative Retirement Specialist | Self-directed IRAs | Solo 401K | ROBS at Independent IRA.
AeroLeads has found 1 work email signal at @independentira.com for Brian Davis at Independent IRA.
AeroLeads has found 3 phone signal(s) with area code 949, 801 for Brian Davis at Independent IRA.
Brian Davis is based in San Diego, California, United States while working with Independent IRA.
Brian Davis has worked for Independent Ira, Accuplan Benefits Services, Retirement Checkbook, The Entrust Group, and Aig American General.
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Brian Davis holds B.A., Communication from Uc Santa Barbara.
Brian Davis is listed with skills including Retirement, Alternative Investments, Investments, Financial Advisory, Finance, Strategy, Fixed Annuities, and Business Development.
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