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Lora Jane Hoff

Concurrent Investment Advisors, LLC

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About Lora Jane Hoff

Lora Hoff is a financial advisor with over 24 years of experience in the industry. Lora is registered with Concurrent Investment Advisors, LLC and has been with the firm since June 2024. Before joining Concurrent Investment Advisors, LLC, Lora worked at Investment Planners, Inc. and MML Investors Services, Inc. Lora offers financial planning, portfolio management for individuals, and selection of other advisors. Lora also holds the Certified Financial Planner designation.

Firm Information

Lora 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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Lora Hoff’s Registration & Firm History

TX

08/07/2024 - Present

Concurrent Investment Advisors, LLC (Dallas TX)

TX

06/09/2006 - 08/08/2024

INVESTMENT PLANNERS, INC. (DALLAS TX)

TX

08/11/2004 - 07/06/2006

MML INVESTORS SERVICES, INC. (DALLAS TX)

IN

07/02/1999 - 08/03/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/02/1999 - 08/03/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IA

02/19/1999 - 07/15/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 02/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lora Jane Hoff.
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