Address : 4801 Cox Rd, Glen Allen, Virginia 23060, United States
Phone Number : +1 866-546-0657
Industries : Financial Services
Website : tagadvisors.us
Company Description
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.
Specialities
- Tagadvisorsus
- Financial Services
Financial
Employees Total : 26
Miscellaneous
Tag Management : Google Tag Manager
CMS : WordPress.org
Captcha : reCAPTCHA
Last Updated : 2023-07-05
Employees
- Annette Carfang ( Administrative Virtual Assistant )
- Helio Laniado ( Partner )
- Kim Spillare ( Client Relationship Manager )
- Herb Modrak ( Managing Director )
- David Scheetz ( Managing Director of Retirement Plans )
- Michael Delorme ( Managing Director )
- Rob Black ( Wealth Advisor )
- Cyndia Crafton ( Business Development Liaison )
- Danny Flores ( Senior Operations Liaison )
- April Booth ( Chief Operating Officer )
- Terry Cfp ( Managing Director - Chief Investment Strategist )
Alumni
- Pierce Aggen ( Financial Advisor )
- Molly Cassens ( Business Development )
- Ryan Jenvey ( Intern )
- Riley Williams ( Intern )
- Andrew Evans ( Executive Vice President )
- Rachel Christie ( Executive Assistant To Chief Executive Officer )
- Max Malinsky ( Financial Advising Intern )
- Samantha Pickering ( Administrative Assistant )
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