Mark C. Logan

SKYLINE ADVISORS

BELLINGHAM, WA 98225

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CRD#: 2501428

Professional summary

Mark Clifford Logan, CFP® is a registered financial advisor currently at SKYLINE ADVISORS, INC. located in Bellingham, Washington.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SKYLINE ADVISORS INC., 405 32ND ST STE 201 BELLINGHAM WA 98225. 08/2012, RIA, INVESTMENTS AND FINANCIAL PLANNING ADVISOR. 160HRSPMNTH, HELP CLIENTS ALLOCATE CAPITAL AND PLAN FOR FUTURE, OPERATE ACCOUNTS AND ADMINISTER THE OFFICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Clifford Logan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

May 5, 2015 - Present

SKYLINE ADVISORS, INC.

Office #1: 405 32nd Street Suite 201, Bellingham, WA 98225

RIA

CRD#: 188511

BELLINGHAM, WA

Past

August 10, 2012 - October 1, 2015

FAIRHAVEN FINANCIAL ADVISORS, INC.

RIA

CRD#: 164267

BELLINGHAM, WA

Past

August 10, 2012 - November 29, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BELLINGHAM, WA

Past

June 1, 2009 - August 16, 2012

MORGAN STANLEY

RIA

CRD#: 149777

BELLINGHAM, WA

Past

June 1, 2009 - August 16, 2012

MORGAN STANLEY

CRD#: 149777

BELLINGHAM, WA

Past

October 20, 1999 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BELLINGHAM, WA

Past

October 1, 1999 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BELLINGHAM, WA

Past

October 13, 1995 - October 8, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

April 3, 1995 - October 13, 1995

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

July 6, 1994 - March 29, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 6, 1994 - March 29, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SKYLINE ADVISORS, INC.

SKYLINE ADVISORS | SKYLINE ADVISORS, INC.

CRD#: 188511 / SEC#: 801-94175

RIA

Registered Investment Advisory firm - (5/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(5/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/18/2005

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/5/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/23/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/15/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

SKYLINE ADVISORS, INC.

SKYLINE ADVISORS | SKYLINE ADVISORS, INC.

CRD#: 188511 / SEC#: 801-94175

RIA

Registered Investment Advisory firm - (5/1/2015 Approved)

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Contact information

Main Address

405 32nd Street Suite 201, Bellingham, WA 98225

Mailing Address

Phone number

(360) 671-1621

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,196
AUM (Assets Under Management)	$ 335,344,034

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark C. Logan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Clifford Logan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRHAVEN FINANCIAL ADVISORS, INC.

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LPL FINANCIAL LLC

MARKETING ONE SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SKYLINE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/1994

Series 63

Date: 7/20/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 7/18/2005

Series 7

Date: 7/5/1994

Series 10

Date: 10/23/2001

Series 9

Date: 10/15/2001

Current Firm

SKYLINE ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYLINE ADVISORS, INC.

TRUST BUT VERIFY

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