Lorianne Cordoba
Red Reef Advisors · Boca Raton, Florida
Lorianne Cordoba is a fee-only financial advisor at Red Reef Advisors in Boca Raton, Florida. Red Reef Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Lorianne →
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Red Reef Advisors |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.0M across 323 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2391478 |
| Exams passed | Series 63 (1993) · Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redreefadvisors.com |
| Profile |
How Lorianne's firm compares
- Red Reef Advisors's average account is about $418,000, from its Form ADV (assets managed divided by 323 accounts).
Request an introduction to Lorianne
Tell Lorianne a little about what you're looking for. Lorianne isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lorianne
Is Lorianne Cordoba a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lorianne holds no broker registration, and Red Reef Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lorianne charge for financial advice?
Lorianne's firm, Red Reef Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lorianne Cordoba based?
Lorianne Cordoba is based in Boca Raton, Florida.
Is Lorianne Cordoba registered with the SEC?
Yes. Lorianne Cordoba is registered as an investment adviser representative in FL (CRD 2391478), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Reef Advisors manage?
Red Reef Advisors reports $135.0M across 323 accounts in assets under management.
How do I contact Lorianne Cordoba?
Through Lorianne's website, www.redreefadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Red Reef Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.