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Victoria Lynn Woods

Chappelwood Financial Services
20 Years of Experience
1 Disclosure
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Areas of Practice
Investment ManagementFinancial Planning & CoachingInsurance PlanningRetirement PlanningHigh Net Worth
Chappelwood Financial Services
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
152 clients
Average Client Portfolio
$647K average
Assets Under Management
$98.3M

Fee Structure

Location

1725 E 15th Street, Edmond, OK, 73013

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2002
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Other Business Activities

Victoria is the President of ChappelWood Investment Corp. (CWI), a real estate development and holding company that owns properties including the buildings where ChappelWood Financial Services offices are located; she spends minimal time on this activity. In this role, Victoria oversees all expenses and relationships related to the maintenance and leasing of office space.

Employment History
Current Registrations
Chappelwood Financial Services
March 2005 - Present · 20 yrs 11 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.