TAG Advisors

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 Insurance
Monetary 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 Contact
Nicole Mcwilliams, Qpa, Cpfa, C(k)p Passionate Erisa Gee(k) - Retirement Plan Consultant - Advisor to Advisors
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Chuck Hammond, Cpfa®, Aif®, Ppc®, Cmfc® Helping Advisors Start, Build and Grow Their Retirement Plan Practices
Email
Jamee Tuttle Marketing & Financial Services Professional - Licensed Realtor - Sports Enthusiast
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Mike Mcmeniman, Lutcf Director of Client Insurance Solutions
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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 Email Phone
General 4 4 2
Finance 3 3 2
Executive 2 2 0
Sales 1 1 1

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