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Joshua Christian Hoff

Concurrent Investment Advisors, LLC

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About Joshua Christian Hoff

Joshua Christian Hoff is a financial advisor with Concurrent Investment Advisors, LLC. Joshua has been in the financial industry since 2007 and is licensed to provide financial advice in Texas. Joshua has passed the Series 66, Series 7, and SIE exams. Prior to joining Concurrent Investment Advisors, LLC, Joshua worked at Investment Planners, Inc. Joshua specializes in providing financial planning, pension consulting and selection of other advisors. Joshua has a strong background in providing financial advice to individuals, businesses, high-net-worth individuals, and pension and profit sharing plans.

Firm Information

Joshua Hoff is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Hoff’s Registration & Firm History

TX

08/08/2024 - Present

Concurrent Investment Advisors, LLC (Dallas TX)

TX

06/27/2007 - 08/08/2024

INVESTMENT PLANNERS, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 05/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joshua Christian Hoff. Review regulatory record here.
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