Victoria Woods has been President/CEO of ChappelWood Financial Services since December 2002, is a control person of the firm and directly owns 75% or more of it.
Chappelwood Financial Services Corp. is an Edmond, OK firm with $113M under management, 166 clients and 3 advisers in one office, as of its April 2026 filing.
Victoria Woods is CEO and Chief Investment Advisor of ChappelWood Financial Services, based in Edmond, Oklahoma. She founded the firm, which has helped clients in Oklahoma and nationwide since 1988, and she is the author of a book on personal finance.
- – present · 21 yearsEdmond, OK · Adviser representative · Firm CRD 134318
Investment adviser representative registrations
Victoria Woods is registered as an investment adviser representative in 2 states. The first approvals date from March 2005; the most recent is Texas, in June 2019.
- OklahomaSince 4 March 2005
- TexasSince 12 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 April 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 March 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Victoria Lynn Woods
- CRD
- 2864248
- Firm
- ChappelWood Financial Services · CRD 134318
- Role
- President/CEO
- Office
- 1725 E 15TH STREET, Edmond, OK 73013
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialdiva.com
Where does Victoria Woods work?
Victoria Woods has been President/CEO of Chappelwood Financial Services Corp. since December 2002, and is a control person of the firm.
Is Victoria Woods a financial advisor?
Yes. Victoria Woods has a current investment-adviser registration in Oklahoma and Texas, through ChappelWood Financial Services since March 2005.
How many years of experience does Victoria Woods have?
Victoria Woods has 21 years in the financial industry, since March 2005, across 1 adviser firm.
What exams has Victoria Woods passed?
Victoria Woods has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 1997.
Where is Victoria Woods based?
Victoria Woods’ registered office is in Edmond, OK.
Is Victoria Woods registered with FINRA?
No. Victoria Woods has no current broker registration.
How can I verify Victoria Woods’ record?
Search CRD 2864248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victoria Woods’ full registration record.