Virgil John Threlkeld on Blogger

About Virgil John Threlkeld

Based in Alamo, California, V. John Threlkeld guides Advantage Wealth Advisors as the Founding Partner and President and provides tax-advantaged solutions to diverse individuals, business owners, and families. Client focused, V. John Threlkeld emphasizes a tailored approach to building and preserving portfolio assets.

With a footprint extending across California, the North and Southwest, V. John Threlkeld and his team have a comprehensive approach that includes retirement planning, fixed income and insurance investing vehicles. In 2015, he spearheaded the firm’s transition to offering its range of securities through the independent broker-dealer firm LPL Financial. As a registered representative, he has achieved consistent Chairman's Club Award recognition.

John has extensive knowledge of impact investing strategies that center on companies committed to a positive global impact. Having launched his career with PaineWebber in the mid-1990s, he gained senior leadership roles while working at UBS Wealth Management and Morgan Stanley in California.

As a veteran of the United States Air Force, John has attended Pepperdine University and Loyola Marymount University in Los Angeles where his studies included Business Finance, Management and Mathematics. John also belongs to the Financial Advisor Network and the Institute of Noetic Sciences.