Dvexw1kyquclrbplw09p

Virgil John Threlkeld

Results-Driven California Financial Executve

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


Work Experience

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


Education

Aug 1994 - May 1996

Pepperdine University
Business Administration / Finance 

Aug 1994 - May 1995

Loyola Marymount University / LA
Air Science / Management / AFROTC

Sep 1993 - May 1994

University of California Berkeley
Pre-Business