Advisor at Storms & Rowdon Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Storms & Rowdon Financial Services, Inc.
Location
Ormond Beach, FL 32174
Credentials
Series 65
Industry experience
< 1 year
Robert Hallock is a Series 65-licensed advisor at Storms & Rowdon Financial Services, Inc. He joined the firm in 2025 and previously worked with Flagler County Schools and InterVarsity Christian Fellowship/USA. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using fundamental, technical, and charting analysis, generally pursuing a long-term orientation while allowing shorter-term trading for specific objectives.
Based on Storms & Rowdon Financial Services, Inc.
Based on Storms & Rowdon Financial Services, Inc.
Fixed fees negotiated based on expected hours for financial planning
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.85% annually $10,000,001 - $15,000,000: 0.65% annually $15,000,001+: Negotiable
$200 to $300 per hour
Fee-only: Investment advisory fees and financial planning fees (hourly $200-$300/hour or negotiated fixed fees)
1230 U.S. Highway 1, Ste 5
Ormond Beach, FL 32174
Florida
Storms & Rowdon Financial Services, Inc.
2025 - Present (1 year)
Flagler County Schools
2022 - 2025 (3 years)
InterVarsity Christian Fellowship/USA
2018 - 2022 (4 years)
Crossroads Church
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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Plan to Prosper Wealth Management
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Storms & Rowdon Financial Services, Inc.
CFP®, Series 65
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Capstone Investment Management LLC
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