Mark Clifford Logan
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Current Firm
SKYLINE ADVISORS | SKYLINE ADVISORS, INC.
Contact Information
Main Address
405 32nd Street Suite 201, Bellingham, WA 98225Phone Number
(360) 671-1621# of Employees
8SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,204AUM (Assets Under Management)
$386,462,616Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
SKYLINE ADVISORS | SKYLINE ADVISORS, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2001About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2001About the Series 9 examSimilar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Clifford Logan's CRS (Customer Relationship Summary).
Similar Advisors
THE WEALTH CONSULTING GROUP
WARREN FINANCIAL, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
