Profile
Mr. Douglas B.
Custer was previously employed as a Director of Wealth Management by Appropriate Balance Financial Services, Inc., and a Financial Consultant by Charles Schwab & Co., Inc. He also worked at Wheat First Butcher Singer, Inc., and at The United States Army (District of Columbia).
He received his undergraduate degree from the University of Maryland.
Former positions of Doug Custer
| Companies | Position | End |
|---|---|---|
Appropriate Balance Financial Services, Inc.
 Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Portfolio Manager-Fixed Income | 2018-02-28 |
| The United States Army (District of Columbia) | Corporate Officer/Principal | - |
| Wheat First Butcher Singer, Inc. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Doug Custer
| University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Wheat First Butcher Singer, Inc. | Finance |
| The United States Army (District of Columbia) | Government |
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