Mark
Logan
Skyline Advisors, Inc
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About this Advisor
Mark Logan is a certified financial planner who works in Bellingham, Washington who has 8 years of industry experience. Logan currently works for Skyline Advisors, Inc. During their career, Logan has held roles at Fairhaven Financial Advisors Inc, Purshe Kaplan Sterling Investments and Skyline Advisors, Inc. Logan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Skyline Advisors, Inc is a firm that has its headquarters in Bellingham, WA. It handles $235 million in assets under management among its 1,076 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,076 client accounts, 38% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a few services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which service is provided. However, fees charged by Skyline Advisors, Inc likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Skyline Advisors, Inc Brokerage Details
$234,791,610
7
1,076
$218,208
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Logan Work History
Mark has been registered as a financial advisor for 8 years.*
Skyline Advisors, Inc
Purshe Kaplan Sterling Investments
Fairhaven Financial Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Logan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Skyline Advisors, Inc
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
