Eric Christopher Mitchell
Professional Summary
Eric Christopher Mitchell is a registered financial advisor currently at PACER FINANCIAL, INC. located in Malvern, Pennsylvania. Eric is registered as a RR (Registered Representative) and started their career in finance in 2013. Eric has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
PACER FINANCIAL, INC.
Contact Information
Main Address
500 Chesterfield Parkway, Malvern, PA 19355Mailing Address
500 Chesterfield Parkway, Malvern, PA 19355Phone Number
(610) 644-8100Established
Pennsylvania since 03/23/2005Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THOMSON, JOE MCKEE | PRESIDENT | 718569 |
| OHARA, SEAN EDWARD | DIRECTOR | 1312483 |
| BRADBARD, ASHLEE ANN THOMSON | SR. VICE PRESIDENT | 5761850 |
| THOMSON, JOANN MARIE | SECRETARY/TREASURER | 5086499 |
| ZELLER, KIMBERLY L. T. | VICE PRESIDENT | 5774669 |
| JAGUSAK, ERIN MARIE | CHIEF COMPLIANCE OFFICER | 4532335 |
| MILLER, JOHN STEVENSON | FINOP | 2139980 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/31/2026)
(1/31/2026)
(1/31/2026)
(1/31/2026)
(1/31/2026)
(1/31/2026)
(1/31/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2013About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2023About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Eric Christopher Mitchell's CRS (Customer Relationship Summary).
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