Veronica Malone
Veronica Malone is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Hanover, PA, with 28 years of industry experience. Veronica 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 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Hanover, PA
Get directionsHistory
Regulatory History (1)
Financial
September 2025Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Transamerica Investors Securities, LLC
Previous Registrations
Voya Financial Advisors, INC.Broker
Principal Securities, INC.Broker
Transamerica Investors Securities CorporationBroker
Ifmg Securities, INC.Broker
State Farm Vp Management CORP.Broker
Wachovia Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Gbs Retirement Services, INC.Broker
Copeland Equities, INC.Broker
State Registrations1 state
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.