Mark Logan, financial advisor Bellingham WA

Mark Logan

CRD Number: 2501428
Current Firm: Skyline Advisors, Inc.

Mark Logan (CRD# 2501428) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 28 years of experience in the finance industry. Mark Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Skyline Advisors, Inc. Bellingham, WA May 2015 - Current 7
Purshe Kaplan Sterling Investments Albany, NY Aug 2012 - Current 10
Fairhaven Financial Advisors Inc. Bellingham, WA Aug 2010 - Sep 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Aug 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark C. Logan
Phone Number: 360-671-1621
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    265
    MILLIONS
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $255,905
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, OR, WA

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