Christopher P. Woods

SILVIS FINANCIAL

Alexandria, VA 28277

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CRD#: 3128105

Professional summary

Christopher Paul Woods, CFP® is a registered financial advisor currently at SILVIS FINANCIAL located in Alexandria, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Christopher Paul Woods is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. LifePoint Financial always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of LifePoint Financial in connection with such individual's activities outside of LifePoint Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Woods's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 19, 2018 - Present

SILVIS FINANCIAL

Office #1: 3540 Toringdon Way, Ste 200, Alexandria, VA 28277

RIA

CRD#: 298535

Alexandria, VA

Past

July 7, 2017 - November 27, 2018

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

FAIRFAX, VA

Past

July 7, 2017 - December 6, 2018

LPL FINANCIAL LLC

CRD#: 6413

FAIRFAX, VA

Past

December 7, 2016 - July 17, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Gainesville, VA

Past

December 7, 2016 - July 17, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Gainesville, VA

Past

February 10, 2004 - August 18, 2016

CNL SECURITIES CORP.

CRD#: 10356

ORLANDO, FL

Past

December 11, 2000 - February 12, 2004

WELLS INVESTMENT SECURITIES,INC.

CRD#: 15252

NORCROSS, GA

Past

September 27, 1999 - September 7, 2000

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, NJ

Past

October 22, 1998 - June 22, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 22, 1998 - June 22, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(2/22/2021)

IAR

North Carolina
(9/27/2023)

IAR

Texas
(11/19/2018)

IAR

Virginia
(11/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1998

General Securities Representative Examination

Current Firm

SILVIS FINANCIAL

LIFEPOINT FINANCIAL GROUP | SILVIS FINANCIAL, LLC | SILVIS FINANCIAL | LIFEPOINT FINANCIAL GROUP, LLC

CRD#: 298535 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/22/2021 Approved)

North Carolina

Registered Investment Advisory firm - (9/27/2023 Approved)

Texas

Registered Investment Advisory firm - (9/17/2018 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/29/2018 Approved)

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Contact information

Main Address

3540 Toringdon Way, Ste 200, Charlotte, NC 28277

Mailing Address

3540 Toringdon Way, Suite 200, #304, Charlotte, NC 28277

Phone number

(571) 357-5399

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 14,991,330

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher P. Woods

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Woods's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CNL SECURITIES CORP.

WELLS INVESTMENT SECURITIES,INC.

E*TRADE SECURITIES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/4/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/21/1998

Current Firm

SILVIS FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SILVIS FINANCIAL

TRUST BUT VERIFY

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