Ronald Edward Wilson
Investment adviser representative at Transamerica Financial Advisors, LLC
35 yearsExperience
2 statesRegistered in
ChFC®Designation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Ams/symetra Life Insurance CoJul 2022 to now
- Transamerica Financial Advisors, LLCSep 2020 to now
- Transamerica Financial AdvisorSep 2020 to now
- Transamerica Insurance Company ??" Employee BenefitsSep 2020 to now
- World Financial Group, IncMay 2020 to now
- Professional DesignationOct 1991 to now
- Allstate Insurance CompanyApr 2019 to Sep 2020
- MML Investors ServicesApr 2017 to Apr 2019
- Mass Mutual Life InsuranceMar 2017 to Apr 2019
- Nova Financial & Insurance ServicesDec 2011 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449510
- Firm CRD
- 16164