Mark L. Wallace
Professional summary
Mark Leigh Wallace, AIF®, CFP®, who also goes by Mark L Wallace, 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 2011. Mark has worked at 3 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Leigh Wallace's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
May 5, 2015 - Present
SKYLINE ADVISORS, INC.
Office #1: 405 32nd Street Suite 201, Bellingham, WA 98225January 31, 2012 - October 3, 2015
BAY CITY FINANCIAL SERVICES INC
July 8, 2011 - December 31, 2014
CROWN CAPITAL SECURITIES, L.P.
Primary Firm SEC Registration
SKYLINE ADVISORS, INC.
CRD#: 188511 / SEC#: 801-94175
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2015)
Exams
Current Firm
SKYLINE ADVISORS, INC.
CRD#: 188511 / SEC#: 801-94175
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,196 |
| AUM (Assets Under Management) | $ 335,344,034 |
Red Flags
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Company Information
SKYLINE ADVISORS, INC.
CRD#: 188511Bellingham, WA 98225TRUST BUT VERIFY
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