Victoria Lynn Woods

Chappelwood Financial Services

20 Years of Experience

1 Disclosure

View SEC Summary

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.