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.
Alamo, CA, US
Mar 2015 - Present
Registered Principal LPL Financial
Oct 2003 - Present
President & Founding Partner Advantage Wealth Advisors
Aug 2002 - Oct 2003
Senior Vice President UBS Wealth Management
Aug 1994 - May 1996
Pepperdine University Business Administration / Finance
Aug 1994 - May 1995
Loyola Marymount University / LA Air Science / Management / AFROTC