Christopher
Mitchell
Osaic Wealth, Inc
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About this Advisor
Christopher Mitchell is a financial advisor based in Devon, Pennsylvania, working with Osaic Wealth, Inc. Christopher has previously held positions at Pennsylvania Baseball Academy, Ameriprise Financial Services Inc, Sii, and Osaic Wealth, Inc. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland, Pennsylvania, and Texas. Currently, Christopher is part of Osaic Wealth, Inc, which operates out of Devon, Pennsylvania. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Mitchell Work History
Osaic Wealth, Inc
Sii
Ameriprise Financial Services Inc
Pennsylvania Baseball Academy
Disclosures
Please visit the SEC profile of Christopher Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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