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Philosophy
Profiles
Compensation
Corporate Disclosure
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Corporate Disclosure
Boord & Associates is a marketing name for Larry Boord
and Worthington Financial Services, Inc. Boord
& Associates is a sole proprietorship.
Worthington
Financial Services, Inc. is a service corporation owned by Larry
Boord. WFS is:
(1) A Full Service Financial Planning Firm,
(2) A Brokerage Insurance Firm.
We do
not handle discretionary investment accounts through WFS nor PAS. We
do not custody client assets.
We
help clients select and monitor professional money managers and professional
money management instruments consistent with their individual objectives,
risk tolerance, and understanding. Our firm believes full time
professional money managers and mutual fund managers are best equipped to
manage client investments.
Larry F. Boord and Thomas
D. Wyatt are Registered Representatives and Financial Advisors of Park
Avenue Securities, LLC (PAS) 120 East 4th Street, Suite 1500,
Cincinnati, OH 45202. (513) 579-1114. PAS is an indirect
wholly-owned subsidiary of Guardian. Boord & Associates is not an
affiliate or subsidiary of PAS or Guardian. Neither Park Avenue
Securities, Guardian, nor their representatives render legal or tax
advice. Please consult with your
attorney, accountant, and/or tax advisor for advice concerning your
particular circumstances.
PAS is a member SIPC/FINRA
The information on this
site is intended for residents of Ohio, New York, Kentucky, Pennsylvania,
Montana, Mississippi, Indiana, Illinois, Michigan, Connecticut, Washington
DC, Maryland, Maine and Arizona. The
financial representatives of Boord & Associates are not licensed to
sell insurance in all 50 states. To
find out if an agent is licensed in your state, please contact Helga Klein
at 614-785-6600
The Registered
Representatives are securities licensed in Ohio, Michigan, New York,
California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky,
Louisiana, North Carolina, Nevada, Montana, Mississippi and Pennsylvania
and the material is strictly intended for individuals residing in those
states. No offers may be made or accepted from any resident outside
these specified states.
Financial Representative,
The Guardian Life Insurance Company of American (Guardian), New York, N.Y.
The information or
opinions contained in this Internet site should not be construed by any
consumer and/or prospective client as an offer to sell or the solicitation
of an offer to buy any particular investment product or service. The
information contained herein is directed solely to those individuals who
reside in jurisdictions in which the representative is registered in the
state where the consumer and/or prospective client reside. Any
subsequent direct communication with a consumer and/or prospective client
shall only be conducted by a representative that is appropriately
registered.
The Living Balance Sheet®
and logo are registered service marks of The Guardian Life Insurance
Company of America (Guardian), New York, NY. The graphics and text used herein are the
exclusive property of Guardian and protected under U.S. and International
copyright laws.
© Copyright 2005-2010, the
Guardian Life Insurance Company of America
This internet site may
provide links to other sites for your convenience in locating related
information and services. This
Agency, The Guardian Life Insurance Company of America (Guardian) and Park
Avenue Securities, LLC (PAS) do not maintain these or other sites and have
no control over the organizations that maintain the sites or the
information, products or services these organizations provide. This Agency, Guardian and PAS cannot make
any representation or warranty as to the accuracy, timeliness, suitability,
completeness, or relevance of any information prepared by any unaffiliated
third party, whether linked to this Internet site or incorporated herein,
and take no responsibility therefore.
This Agency, Guardian and PAS do not recommend or endorse these
organizations or their products or services in any way.
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