Lora Jane Hoff
Investment adviser representative at Concurrent Investment Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Concurrent Investment Advisors, LLCAug 2024 to now
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Concurrent Investment Advisors, LLC dba Wealth Partners AlliancJun 2024 to now
- Investment Planners, Inc.Jun 2006 to Jul 2024
- Ipi Wealth ManagementJun 2006 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3175071
- Firm CRD
- 323135