Mark Wallace (CRD# 3133164) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 25 years of experience in the finance industry. Mark Wallace 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.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skyline Advisors, Inc. | Bellingham, WA | May 2015 - Current | 8 |
| Bay City Financial Services, Inc. | Bellingham, WA | Jul 1998 - Oct 2015 | 17 |
| Bay City Financial Services, Inc. | Bellingham, WA | Sep 1998 - Apr 2015 | 16 |
| Crown Capital Securities, LP | Bellingham, WA | May 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- WA
-
Total Assets Under Management288MILLIONS
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Total Number of Accounts1,133ACCOUNTS
-
Average Account Value$254,527
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, WA
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