Froilan Rellora, financial advisor Mesa AZ
93 score

Froilan Rellora

CRD Number: 5511213
Current Firm: Catalina Asset Management

Froilan Rellora (CRD# 5511213) is an Investment Advisor Representative working at Catalina Asset Management in Mesa, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Catalina Asset Management, LLC Mesa, AZ Feb 2015 - Current 1
Jd Mellberg Financial Tucson, AZ Aug 2010 - Feb 2015 4
Secure Investment Management, LLC Tucson, AZ Jul 2010 - Feb 2015 4
United Planners' Financial Services Scottsdale, AZ Aug 2013 - Mar 2014 < 1
Purshe Kaplan Sterling Investments Albany, NY Aug 2010 - Aug 2011 1
Edward Jones Tempe, AZ Mar 2008 - Jul 2010 2
Unemployed Phoenix, AZ Jan 2008 - Mar 2008 < 1
Lockheed Martin Goodyear, AZ Jul 2007 - Jan 2008 < 1
Banner Health Chandler, AZ May 2007 - Jul 2007 < 1
University Of Arizona Tucson, AZ Aug 2006 - May 2007 < 1
General Dynamics Gilbert, AZ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Froilan A. Rellora
Phone Number: 480-612-4004
Registered State(s):
  • AZ
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $114,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, LA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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