Dustin Scott Millard
Investment adviser representative at Alongside, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$878.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Alongside, LLCJul 2026 to now
- Oakwood Capital Securities, Inc.Jul 2026 to now
- Vm Wealth PartnersNov 2022 to now
- Commonwealth Financial NetworkNov 2022 to Jun 2026
- Charles Schwab & Co., IncAug 2012 to Nov 2022
- Schwab Private Client Investment Advisor, Inc.Aug 2012 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Alongside, LLC
$878.6MAssets managed
2,122Clients
23Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4738869
- Firm CRD
- 333587