Wade Lee Rowdon
Investment adviser representative at Storms & Rowdon Financial Services, Inc.
11 yearsExperience
2 statesRegistered in
$141.2MFirm assets
1 yearFirm in business
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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
11 years in the industry.
- Storms & Rowdon Financial Services, Inc.Mar 2025 to now
- Stonex Advisors Inc.Jun 2016 to Mar 2025
- Stonex Securities Inc.Mar 2015 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Storms & Rowdon Financial Services, Inc.
$141.2MAssets managed
228Clients
3Advisers
1 yearIn 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
- 3215621
- Firm CRD
- 334690