Victoria Anne Wood

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 04/2024
  Fidelity Investments
  Westlake, TX
• 10/2016 → 12/2016
  Tcby
  Katy, TX
• 10/2017 → 01/2018
  Axium Inspections
  Denver, CO
• 12/2016 → 10/2017
  Unemployed
  Katy, TX
• 01/2018 → 09/2018
  Color Cord Company
  Denver, CO
• 09/2018 → 05/2019
  You Squared Media
  Houston, TX
• 05/2019 → 11/2019
  Veritude
  Westlake, TX
• 11/2019 → 07/2020
  Fidelity Investments
  Westlake, TX
• 04/2024 → Present
  Schwab Wealth Advisory
  Westlake, TX
• 04/2024 → Present
  Charles Schwab & Co Inc,.
  Westlake, TX

Previous Registrations

• 2022-05-02 → 2024-04-08
  Fidelity Personal And Workplace Advisors
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25
• S63 Uniform Securities Agent State Law Examination
  2020-11-17

Other Names

• Tori Anne Wood
• Victoria Anne Wood
• Victoria Wood