SUSAN LYN CROWN is currently employed as a Broker and/or Investment Adviser at UBS FINANCIAL SERVICES INC. located at 1501 K. STREET NW, WASHINGTON, DC, 20005.
SUSAN LYN CROWN has worked at UBS FINANCIAL SERVICES INC. since October 24, 1997
Disclosure History
SUSAN LYN CROWN has 1 Disclosure Event(s).
Date: March 03, 2017 Category: Customer Dispute Allegations: Time Frame: 2016Client alleges two purchases of tax free muni bond funds were unsuitable and the financial analysis which the client used to calculate his retirement strategy contained miscalculations in the data used. Settlement Amount: $68,622.00
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