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Philosophy
Profiles
Compensation
Corporate Disclosure
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Profiles
Larry
F. Boord, JD, CLU®, ChFC®
Larry is
a 1975 graduate of the Ohio Northern University College of Law.
Admitted to the Ohio Bar in 1975, Larry does not practice law. Larry
received his CLU (Chartered Life Underwriter®) designation from the
American College in 1980. Larry obtained his ChFC (Chartered
Financial Consultant®) designation in 1985 from the American College.
Both the CLU and ChFC designations are awarded by the American College,
supported by the Society of Financial Service Professionals and demonstrate
a commitment to knowledge, continuing education and the industry.
Members of the Society of Financial Service Professionals are committed to
a professional pledge of service and advice in the best interest of
clients.
Larry
is a licensed life and health insurance agent. Larry is a resident
licensee in Ohio and a nonresident licensee in other states, including
Pennsylvania, Michigan, California, and New York. Larry is a field
representative with the The Guardian Life Insurance Company of America, New
York, NY. Boord & Associates has contractual agreements with
numerous other insurance companies. Our primary focus is to serve
the insurance needs of our clients.
Larry
is securities licensed in: California, Colorado, Florida, Illinois,
Indiana, Kentucky, Louisiana, Michigan, North Carolina, New York, Ohio and
Pennsylvania. He is advisory licensed in California, Louisiana and
Ohio.
Larry
is active in his local community and serves in various boards and
organizations.
Thomas
D. Wyatt, JD, CFP®, CLTC
Tom
is a 2003 graduate of the Capital University Law School. Tom was
admitted to the Ohio Bar in 2003, but does not practice law. Tom is
also a graduate Magna Cum Laude of the University Of Toledo School Of
Business, with areas of concentration in Finance and Management.
Tom
holds the CFP® (Certified Financial PlannerTM)
Certification. The CFP® certification is awarded to individuals who successfully
complete CFP® Board’s initial and ongoing certification requirements.
Individuals certified by CFP® Board have taken the extra step to
demonstrate their professionalism by voluntarily submitting to the rigorous
CFP® certification process that includes demanding education, examination,
experience and ethical requirements.
Tom
also holds the CLTC (Certified in Long Term Care) designation, indicating
expertise in the field of Long Term Care Planning.
Tom
has eight years’ experience in the life insurance industry, and has been
working with Boord & Associates in the areas of retirement planning and
financial planning for over 10 years. Tom has been a member of the
Society of Financial Service Professionals, the Ohio Bar Association and
the Columbus Bar Association since 2003.
Tom
also holds the Series 7 and 63 securities licenses and various insurance
licenses. Tom is a licensed life and health insurance agent, a
resident licensee in Ohio, and a nonresident in other states.
Tom
is securities licensed in: California, Florida, Indiana, Kentucky,
Michigan, Montana, Nevada, Ohio and Pennsylvania. He is advisory licensed
in Ohio.
Helga
C. Klein
Helga
assists Larry and Tom with the daily operation of the office. Helga
is a graduate of The Ohio State University with a B.S. in Business
Administration. She has 18 years experience in the financial and
insurance fields. Helga has been with Boord & Associates since
June, 1990.
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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