Alamo, CA Office

Virgil Threlkeld is a financial advisor with LPL Financial in Alamo, CA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been associated with Advantage Wealth Advisors and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Charles Prestigiacomo is a financial advisor with LPL Financial and holds a Series 63 designation. He has 38 years of industry experience and has been associated with LPL Financial since 2015. He also provides investment advisory services through Advantage Wealth Advisors, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Dwight Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has been associated with LPL Financial since 2015 and has worked with Advantage Wealth Advisors since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Milton Guzman is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has worked at LPL Financial and its DBA Advantage Wealth Advisors since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.