Kenneth Roberts

Kenneth Roberts

Branch Manager

Followers of Kenneth Roberts4000 followers
location of Kenneth RobertsReno, Nevada, United States

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  • Timeline

  • About me

    Portfolio Management at Four Star Wealth Management

  • Education

    • Rancho View

      -
    • NYIF- New York Institute of Finance

      2008 - 2009
      Options and Derivatives Pricing

      Activities and Societies: Advanced Options Pricing

    • University of Nevada, Reno

      1979 - 1987
      Business and Mining Engineering

      Activities and Societies: Intercollegiate Mining Team and Track and Field

  • Experience

    • A.G. Edwards & Sons, Inc.

      Oct 1996 - Aug 2006
      Branch Manager

      I worked ten years for A.G. Edwards. I was branch manager of the Truckee office and Assistant Branch Manager of the Incline Village office. I held series 3,7,9,10 and 63 NASD registrations and was one of the top option producers nationally at A.G. Edwards.

    • FT Research

      Jul 2006 - now
      Owner

      I do analytical research on equities and options.

    • Fusion Asset Management, LLC

      Aug 2006 - Jul 2012
      Portfolio Manager / Chief Option Strategist

      Fusion Asset Management merged with WESPAC.

    • VTraderPro, LLC.

      Feb 2009 - Aug 2012
      Trader

      Professional option trader with VTraderPro, LLC. San Francisco, CA, left VTrader to start Fat Tail Trading & Research.

    • IWC Asset Management

      Jun 2017 - now
      Portfolio Management

      I am a portfolio manager for IWC Asset Management and specialize in income portfolios using dividend paying stocks along with covered calls. I produce a weekly radio show, "Ken's Bulls and Bears Report" heard on KCKQ 1180 AM in the Reno area. I've written a book, "The Tactical Option Investor" and have written columns for MarketWatch, TheStreet.com, Seeking Alpha, The Sierra Sun and Northern Nevada Business Weekly.

    • Four Star Wealth Management

      Jan 2019 - now
      Portfolio Manager at Four Star Wealth Management
  • Licenses & Certifications

    • CFS, Certified Fund Specialist

  • Volunteer Experience

    • Past President of The Truckee River Legacy Foundation, Past President of Truckee Pop Warner Football

      Issued by Truckee River Legacy Foundation
      Truckee River Legacy FoundationAssociated with Kenneth Roberts