LH
CFP
LH
CFP
Lora Hoff is a CFP-designated registered investment advisor, based in Tampa, FL, with 27 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2025Denied
Other Business ActivitiesSells Insurance
Lora provides fixed insurance advice as an agent, based on client needs. She also works as a wealth manager and provides financial planning services through Concurrent Investment Advisors dba Wealth Partners Alliance, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Concurrent Investment Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Ipi Wealth Management, INC.
June 2006 - August 2024 · 18 yrs 2 mos
Investment Planners, INC.Broker
June 2006 - August 2024 · 18 yrs 2 mos
MML Investors Services, INC.Broker
August 2004 - July 2006 · 1 yr 11 mos
MML Investors Services, INC.
August 2004 - July 2006 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
July 1999 - August 2004 · 5 yrs 1 mo
Lincoln Financial Advisors Corporation
July 1999 - August 2004 · 5 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
July 1999 - August 2004 · 5 yrs 1 mo
Princor Financial Services CorporationBroker
February 1999 - July 1999 · 5 mos
State Registrations6 states
COMNMOOKTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.