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Corporate Disclosure

 

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 through Park Avenue Securities, a registered investment advisor.  Our firm believes full time professional money managers and mutual fund managers are best equipped to manage client investments.

 


Larry F. Boord is a Registered Representative and Financial adviser 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.  PAS and the Registered Representative do not provide tax advice, legal advice, or services.  

PAS is a member NASD/FINRA

The Registered Representative is securities licensed in Ohio, Michigan, New York, and California 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.

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.

 
100 Old Wilson Bridge Road Suite 214 | Worthington, OH 43085 | (614) 785-6600