Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Millard is a financial advisor with Commonwealth Financial Network in Castle Rock, Colorado. Dustin has been in the financial services industry since 2004. Dustin is also a co-owner of VM Wealth Partners, LLC and the owner of ZRS Corp. Dustin has Series 6, 7, 63 and 66 licenses. He also holds the Certified Financial Planner designation. In addition to his role at Commonwealth Financial Network, Dustin also offers advisory services at his other two businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/28/2022 - Present
Commonwealth Financial Network (Castle Rock CO)
CO
09/13/2012 - 12/08/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
09/01/2010 - 08/28/2012
TD AMERITRADE, INC. (DENVER CO)
CO
06/28/2005 - 08/05/2010
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
RI
02/16/2004 - 06/28/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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