TAG Advisors
Financial Services
Glen Allen, Virginia, United States
45 employees
- Employees
- 45
- Contacts
- 1
- Emails
- 1
TAG Advisors Overview
- Headquarters
- Glen Allen, Virginia, United States
- Website
- tagadvisors.us
- Industry
- Financial Services
- Employees
- 45
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About TAG Advisors
If you are an experienced, independent, entrepreneurial advisor, you want your business to thrive. But you may be frustrated by increasingly difficult compliance and operational problems with your broker dealer. You need a strategic partner whose goals and vision align with yours. At TAG, we believe you deserve an advocate who understands and supports your goals and aspirations. We understand your challenges and pain. Which is why we have built an organization of over 340 like-minded advisors who have found they do better together with us than going it on their own. We combine the advantages of one of the largest independent broker-dealers with an intimate network dedicated to individualized service. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.
TAG Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
TAG Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicole Mcwilliams, Qpa, Cpfa, C(k)p | Passionate Erisa Gee(k) - Retirement Plan Consultant - Advisor to Advisors | Greater Boston, United States |
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|
| Chuck Hammond, Cpfa®, Aif®, Ppc®, Cmfc® | Helping Advisors Start, Build and Grow Their Retirement Plan Practices | Hanover, Pennsylvania, United States |
Email
|
| Jamee Tuttle | Marketing & Financial Services Professional - Licensed Realtor - Sports Enthusiast |
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|
|
| Mike Mcmeniman, Lutcf | Director of Client Insurance Solutions | Henrico, Virginia, United States |
View
|
Employees by Management Level
Individual contributor
13 profiles
Director
7 profiles
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 2 |
| Finance | 3 | 3 | 2 |
| Executive | 2 | 2 | 0 |
| Sales | 1 | 1 | 1 |
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