Leonard Boord, financial advisor Dayton OH

Leonard Boord

CRD Number: 25926
Current Firm: On Investment Management Co

Leonard Boord (CRD# 25926) is an Investment Advisor Representative working at On Investment Management Co in Dayton, OH and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The On Equity Sales Company Cincinnati, OH Aug 2021 - Current < 1
Thein Financial Group Inc. Dayton, OH Aug 2008 - Current 13
Ohio National Financial Services Cincinnati, OH Feb 2008 - Current 14
Oneamerica Securities Oakwood, OH Jul 2021 - Aug 2021 < 1
American United Life Oakwood, OH Apr 2021 - Aug 2021 < 1
The O.n. Equity Sales Company Cincinnati, OH Sep 2008 - Jul 2021 12
Guardian Life Insurance Co Of America Dayton, OH Sep 2007 - Jul 2021 13
L. Wesley Boord, Clu Dayton, OH Jan 1976 - Jul 2021 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Leonard W. Boord
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • FL
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    2,613
    MILLIONS
  • Total Number of Accounts
    14,889
    ACCOUNTS
  • Average Account Value
    $175,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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