Mark Clifford Logan
Investment adviser representative at Skyline Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$386.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Skyline Advisors, Inc.May 2015 to now
- Purshe Kaplan Sterling InvestmentsAug 2012 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (WA).
Skyline Advisors, Inc.
$386.5MAssets managed
369Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2501428
- Firm CRD
- 188511