Avatar of Virgil John Threlkeld.
Virgil John Threlkeld
Registered Principal @ LPL Financial
ProfileResume
Posts
0Connections
Print
Avatar of the user.

Virgil John Threlkeld

Registered Principal @ LPL Financial
Serving the financial needs of high-net-worth clients, Virgil John Threlkeld is the Founding Partner and President of Advantage Wealth Advisors in Alamo, California. Actively managing risk, Virgil John Threlkeld emphasizes sustained pathways to protecting assets and building wealth for future generations. With a strong focus on continuing education, Virgil John Threlkeld excels at implementing advanced strategies appropriate to current market dynamics. A Certified Wealth Strategist and Five-Star Professional, he manages more than $300 million in clients' assets. With more than 25 years of financial services industry experience behind him, he held leadership positions with firms such as Morgan Stanley and UBS Wealth Management. He also has experience in the US Air Force and earned an honorable discharge after serving his country. Mr. Threlkeld attended Pepperdine University where he achieved Golden Key National Honor Society membership while working toward a degree in finance and business administration. He also attended Loyola Marymount University and studied air science and business management while maintaining an active presence in the Arnold Air Society’s Ira C. Eaker Squadron.
LPL Financial
Pepperdine University
Alamo, CA, USA

Professional Background

  • Current status
  • Profession
  • Fields
  • Work experience
  • Management
  • Highest level of education

Job search preferences

  • Desired job type
  • Desired positions
  • Desired work locations
  • Freelance

Work Experience

Registered Principal

Mar 2015 - Present

President & Founding Partner

Oct 2003 - Present

Senior Vice Presdient

Aug 2002 - Oct 2003
1 yr 3 mos

Education

Other
Business Administration / Finacne
1994 - 1996
Other
Air Science / Management / AFROTC
1994 - 1995
Other
Pre-Business
1993 - 1994