Sarah Arnold is a registered investment advisor at Skyline Advisors, INC., based in Bellingham, WA, with 21 years of industry experience. Sarah 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah works as an Operations Coordinator for Skyline Advisors, dedicating about half of her time to account opening, operations, and client service. She also works as a Notary, spending minimal time notarizing client signatures.
Employment History
Current Registrations
Skyline Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Moloney Securities Asset Management LLC
Moloney Investment Advisory LLC
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.