Larry Boyd
Oak Bridge Financial, LLC
- Role
- Financial Advisor and Chief Operating Officer at Oak Bridge Financial, Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor and Chief Operating Officer
Oct 2025 — Present · Houston, TX, US
Skills
- Asset Protection
- Estate Planning
- Gifting Strategies
- Investments
- Key Person Protection
- Multi-Generational Planning
- Communication
- Legacies
- Small Business
- Succession Planning
- Multi-Tasking Skills
- Time Management
- Thought Leadership
- Retirement Planning
- Wealth Preservation Planning
- 401(K) Rollovers
- Insurance
- Multi-Generational Wealth Transfer
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