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Corey Doyle
Client Services Representative at Directed Trust
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Work Experience
Client Services Representative
Jul 2024 - Present · 6 months
Relationship Banker Senior
Mar 2022 - Jun 2024 · 2 years and 3 months
Tax Associate
Nov 2021 - Mar 2022 · 4 months
Company Details
11-50 Employees
Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen and Mark J. Kohler. Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure. - Regulated Trust Company by the Arizona Department of Financial Institutions. - We follow strict capital requirements required by licensed financial institutions. - Annual outside audits by third-party CPAs. - Regular examinations by our banking department regulators. - Financial institution insurance and bonding.
Year Founded
2018
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3033 N Central Ave Ste 400 Phoenix, Arizona 85012, US
Keywords
Roth IRAIRATraditional IRAHSASelf-Directed IRAsSolo 401(k)
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