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Lifetime Transfers to Children - Raymond James

Lifetime Transfers to Children - Raymond James

www.raymondjames.com

Lifetime Transfers to Children tony.soave@raymondjames.com www.raymondjames.com/soave Anthony L. Soave, CLU®, ChFC® Chartered Financial Consultant

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IMPORTANT CLIENT INFORMATION - Raymond James …

IMPORTANT CLIENT INFORMATION - Raymond James

www.raymondjames.com

for the Form ADV (or Wrap Fee Program Brochure, as applicable). Financial Advisors We generically refer to all financial professionals who make recommendations or provide investment advice on our behalf as “financial advisors” or “advisors” in firm communications, including, among other things, our website (raymondjames.com

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HOME AFES TY ASSESSMENT - raymondjames.com

HOME AFES TY ASSESSMENT - raymondjames.com

www.raymondjames.com

Home safety assessment Checklist Release from liability: Any modifications the individual or family makes to the home are the sole responsibility of the homeowner. The Financial Advisor, Legg Mason, and The Center for Innovative Care in Aging at the

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STATEMENT OF FINANCIAL CONDITION - raymondjames.com

STATEMENT OF FINANCIAL CONDITION - raymondjames.com

www.raymondjames.com

STATEMENT OF FINANCIAL CONDITION Raymond James & Associates, Inc. March 31, 2018 (Unaudited)

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