Virgil John Threlkeld
Registered Principal in Alamo, CA, US
An experienced financial leader, Virgil John Threlkeld has worked with LPL Financial since 2015. Serving as a registered principal, Virgil John Threlkeld oversees offices in Idaho, New Mexico, Arizona, Northern and Southern California.
Utilizing decades of financial experience, he earned the Chairman’s Club Award on several occasions with the company. Throughout this time, Mr. Threlkeld has continued to serve as a founding partner and president of Alamo, California-based Advantage Wealth Advisors.
Having established the firm in 2003, he has grown it to have $385 million in managed assets. With the firm, Mr. Threlkeld oversees portfolio management, among multiple other financial services.
Throughout his career, he has earned various professional licenses, including FINRA Series 63 and 65, which cover securities and investment advisors. Mr. Threlkeld is also a Certified Wealth Strategist and has membership in the Independent Broker/Dealer Network, among other organizations.
A former United States Air Force member, he was honorably discharged before starting his financial career.