Rick Roberts
Rick Roberts, National Sales Manager
rroberts@adageoenergy.com
Rick Roberts is the National Sales Manager for Adageo Energy, one of the nation’s leading edge wholesaling firms in energy related retail investment products.
In 2010, Mr. Roberts began working for Adageo as National Sales Manager for domestic and international distribution of its energy related funds. Mr. Roberts has over 19 years of experience in the financial services industry, including experience with asset management, market making, risk arbitrage and as a financial advisor. Prior to joining Adageo, Mr. Roberts worked for the Hartford Mutual Funds serving in the capacity of Marketing Director for southern California in its mutual funds, retirement plan and college savings (529 Plan) related products. He also was co-founder of USA Advanced Planners, Inc. a financial planning based general securities broker dealer. Additionally, in his career Mr. Roberts has been a member of the Chicago Board of Options Exchange (CBOE) and was co-founder and Vice President of Infinity Brokerage Services. Mr. Roberts holds his NASD Series 3, 4, 7, 24, 53, and 63 licenses, as well as his life and variable insurance licenses. He has also contributed to nationally syndicated radio shows and publication, including This Week in Futures and Futures World News.
He currently resides in Laguna Niguel, California with his wife, Lori, and their children.
