Mark Logan
Co Founder at Skyline Advisors Inc. | Bellingham, Washington, United States
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Mark Logan, as Co-Founder of Skyline Advisors Inc., plays a pivotal role in shaping the firm’s commitment to delivering ethical financial advice tailored to the unique needs of individuals, non-profits, and businesses throughout the picturesque Northwest. With a rich background in finance and investment strategies, Mark specializes in portfolio management and personal financial planning, ensuring that clients not only meet their financial goals but also align their investments with their values.
Under Mark's leadership, Skyline Advisors has undertaken several key projects aimed at enhancing client engagement and financial literacy. One notable initiative is the development of comprehensive wealth management workshops that educate clients on complex topics such as inheritance planning, employee stock options, and bond markets. These workshops empower clients to make informed decisions about their financial futures, reinforcing Skyline Advisors' mission to provide timeless advice.
As the Chief Compliance Officer, Mark ensures that the firm adheres to the highest standards of regulatory compliance, safeguarding client interests and maintaining the integrity of the firm. His expertise in fixed income investments and life insurance further enriches the firm's offerings, allowing Skyline Advisors to craft customized solutions that address the diverse financial landscapes of their clientele.
Mark's dedication to ethical financial practices and his extensive knowledge in investment management have positioned Skyline Advisors as a trusted partner in the community. By fostering long-term relationships and prioritizing transparency, Mark Logan and his team continue to help clients navigate the complexities of wealth management, ensuring a secure financial future for all.
Co Founder at Skyline Advisors Inc. in May 2015 to Present
Chief Executive Officer, Fairhaven Financial Advisors, Inc at Fairhaven Financial Advisors in August 2012 to April 2015
Financial Advisor at Fairhaven Financial Advisors in January 2012 to April 2015
Membership Director at NorthWest Washington Estate Planning Council in January 2014 to January 2014
Immediate Past President at North West Washington Estate Planning Council in January 2005 to January 2014
Vice President at Morgan Stanley Smith Barney in October 1999 to August 2012
Financial Advisor at Interwest Financial Services in January 1995 to January 1999
Carpenter Helper at Turner Construction Company in January 1987 to January 1990
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Strategic Financial Planning
Financial Advisory
Series 7
Finance
Retirement Planning
Asset Allocation
Investment Advisory
Mutual Funds
Investment Strategies
Alternative Investments
Securities
Series 65
Investments
Portfolio Management
FINRA
Equities
Asset Management
Retirement
Estate Planning
Fixed Income
401k Rollovers
Inheritance
Employee Stock Options
Municipal Bonds
Bond Markets
Separately Managed Accounts
Managed Money
Fixed Annuities
Variable Annuities
Estate Tax Planning
Estate Administration
Database Administration
Personal Financial Planning
Certified Financial Planner
Wealth Management
Intergenerational Wealth Transfer
Wealth Preservation Planning
Registered Investment Advisor
Cash Management
Life Insurance
Management
Financial Services
Insurance
Financial Analysis
Investment Management
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What is Mark Logan email address?
Email Mark Logan at [email protected] and [email protected]. This email is the most updated Mark Logan email found in 2026.
What is Mark Logan phone number?
Mark Logan phone number is +13607380011 and +13606470068.
How to contact Mark Logan?
To contact Mark Logan send an email to [email protected] or [email protected]. If you want to call Mark Logan try calling on +13607380011 and +13606470068.
What company does Mark Logan work for?
Mark Logan works for Skyline Advisors Inc.
What is Mark Logan's role at Skyline Advisors Inc.?
Mark Logan is Co Founder
What industry does Mark Logan work in?
Mark Logan works in the Financial Services industry.
Mark Logan Email Addresses
Mark Logan Phone Numbers
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