Mark Wallace is a CFP-designated registered investment advisor at Skyline Advisors, INC., based in Bellingham, WA, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 369 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skyline Advisors offers a wealth management service where investment advice, financial planning, and brokerage services are bundled under one advisory fee. This service is offered through wrap accounts managed according to the client's investment objectives and risk tolerance. Please see the Wrap Fee Program Brochure for more details.
Location
405 32nd Street, Suite 201, Bellingham, WA, 98225
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Skyline Advisors, INC.
Previous Registrations
Bay City Financial Services INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.