Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James welcomes Tennessee financial advisor managing $175 million
Raymond James welcomes $190 million financial advisor in Maryland
Raymond James welcomes $100 million advisor as part of new institutional program with First Bank Texas
Raymond James welcomes Utah financial advisor team managing nearly $200 million in assets
Raymond James welcomes $205 million financial advisor team in Pennsylvania and Florida
Raymond James welcomes Washington financial advisor managing $100 million in assets
Raymond James Financial Institutions Division to welcome new $2.7 billion program with Trustmark
Raymond James welcomes Utah financial advisor managing nearly $185 million in assets
Raymond James welcomes experienced Pennsylvania advisor pair managing over $165 million
Raymond James welcomes Connecticut financial advisor managing approximately $150 million
H. L. Ormond & Company, LLC ("HLO") is a Registered Investment Advisor ("RIA"), located in the State of North Carolina. HLO provides investment advisory and related services for clients nationally. HLO will maintain all applicable registrations and licenses as required by the various states in which HLO conducts business, as applicable. HLO renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.