Ronald Wilson
Ronald Wilson is a ChFC-designated registered investment advisor at Transamerica Financial Advisors, LLC, based in Tucson, AZ, with 39 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
Location
2560 E 10th Street, Tucson, AZ, 85716
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1998Other Business ActivitiesSells Insurance
Ronald sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, dedicating about half of his time to this. He also markets and sells fixed life insurance and annuities, including Tribal Life insurance, and holds the ChFC designation, spending nearly full-time hours on marketing, sales, and client reviews related to insurance and investments.
Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nova Financial & Insurance Services
Mutual Securities, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Union Capital CompanyBroker
A. G. Edwards & Sons, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Sun Investment Services CompanyBroker
MML Investors Services, INC.Broker
Integrated Resources Equity CorporationBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.