LPL Financial
45yrs
Top advisor by experience in Devon
22yrs
Based in Devon, Pennsylvania, Christopher Mitchell is a fiduciary financial advisor with 22 years of industry experience. Christopher has been with Osaic Wealth since 2018; before that, Christopher spent three years at Signator Investors and a year at Ameriprise Financial Services. Christopher holds the CFP® designation.
One of 32 advisors with offices in Devon, and one of 27 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
OfficeBala Financial Group 208 Old Lancaster Road, Devon, PA 19333
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- Mar 2014 – Jun 2015Ameriprise Financial Services, LLCPreviously
Contact Christopher
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Christopher. Bala Financial Group 208 Old Lancaster RoadDevon, PA 19333Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Osaic Wealth at (800) 821-5100 and ask for Christopher Mitchell. Christopher works from the Devon, PA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Christopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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