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How will the firm support my transition? What is the typical timeline for transition?

April 26, 2017firm support timeline

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How will the firm support my transition? What is the typical timeline for transition?

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• At Raymond James, our transition department assigns you a dedicated transition consultant and a technology consultant to personally assist with the important details from quickly and accurately processing account paperwork to helping your staff with appropriate technology. You’re quickly able to resume serving clients. Many advisors are up and running in just a few weeks. Back to top.