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 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
Raymond James welcomes $190 million financial advisor in Claremont, New Hampshire
Raymond James welcomes $285 million advisor duo in Conway, Arkansas
Raymond James introduces equity financing for advisors to achieve their business goals through a trusted partner
Raymond James welcomes $155 million financial advisor in Clinton, North Carolina
Raymond James unveils Talent Sourcing services, empowering business growth for independent advisors
Raymond James welcomes New York advisor pair managing $130 million in assets
Raymond James welcomes experienced advisor managing $110 million in Atlanta, Georgia
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.