Linda Allen Custer

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2024-07-02
OH	RA	APPROVED	2020-05-15

KY RA
APPROVED

Since 2024-07-02
OH RA
APPROVED

Since 2020-05-15

Branch Locations

1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES

Lexington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mcdonald Investments Inc.	Columbus	OH	07/2000	Present
Ubs Financial Services Inc.	Columbus	OH	02/2007	Present

07/2000 → Present

Mcdonald Investments Inc.

Columbus, OH
02/2007 → Present

Ubs Financial Services Inc.

Columbus, OH

Other Businesses

1) Estate of Carol L. Hoffman, Linda A. Custer, Executor/ investment related?: / 7477 King George Drive, New Albany OH 43054 US/ Estate account/ Executor for the asset of Carol Hoffman/ start date: 2/22/2021 /

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-05
S63	Uniform Securities Agent State Law Examination	1991-08-09

S65 Uniform Investment Adviser Law Examination

2020-12-05
S63 Uniform Securities Agent State Law Examination

1991-08-09

View on SEC IAPD