Unclaimed Profile

Virgil John Threlkeld

THRELKELD, VIRGIL JOHN·ALAMO, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredTHRELKELD, VIRGIL JOHN

3189 DANVILLE BLVD. SUITE 280, ALAMO, CA 94507CRD# 2811386Firm CRD# 280028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Virgil John Threlkeld · ALAMO, CA

Registration

CRD #2811386 · THRELKELD, VIRGIL JOHN · 27 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2025 – present

LPL FINANCIAL LLC

Mar 2015 – present

ADVANTAGE WEALTH ADVISORS

Oct 2015 – May 2025

ALAMO, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Apr 2015

ALAMO, CA

FIRST ALLIED SECURITIES, INC.

Oct 2007 – Jul 2012

ALAMO, CA

FINANCIAL NETWORK INVESTMENT CORPORATION

Sep 2004 – Sep 2007

WALNUT CREEK, CA

UBS FINANCIAL SERVICES INC.

Aug 2002 – Oct 2003

WALNUT CREEK, CA

MORGAN STANLEY

Nov 1998 – Sep 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 23, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THRELKELD, VIRGIL JOHN

CRD 280028 · SEC 801-128284

AUM

$136M

Regulatory assets under management

Employees

215 client accounts

Services offered by THRELKELD, VIRGIL JOHN

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THRELKELD, VIRGIL JOHN →

Introduction

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Frequently Asked Questions

What services does Virgil John Threlkeld offer?

Virgil John Threlkeld specializes in Financial Planning, Investment Management. Contact their office in ALAMO, California for a consultation.

What are Virgil John Threlkeld's credentials?

Virgil John Threlkeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Virgil John Threlkeld located?

Virgil John Threlkeld is based in ALAMO, California, working with THRELKELD, VIRGIL JOHN. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does Virgil John Threlkeld charge for services?

Virgil John Threlkeld's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THRELKELD, VIRGIL JOHN?

THRELKELD, VIRGIL JOHN has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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