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.
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Verified contacts
40
available on Kipplo
LinkedIn employees
46
201 to 500 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
0
tools in use
Monthly traffic
48
organic / mo
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Decision-makers and verified team members
40 contacts with verified email or phone · masked until revealed.
- HM
Herb Modrak
Managing Director · General Business & Management
EmailPhone - MD
Michael Delorme
Managing Director · General Business & Management
EmailPhone - ME
Matt Eggar
Osj Supervisor · Other
EmailPhone - DY
Dawn Young
Accounting Bookkeeper · Finance & Accounting
EmailPhone - AM
Andrew Miller
Marketing Consultant · Other
EmailPhone - AC
Annette Carfang
Senior Associate-transition Operations · Other
EmailPhone - AB
April Booth
Chief Operating Officer · Other
EmailPhone - DF
Danny Flores
Managing Director Transition Operations · Other
EmailPhone - JT
Jamee Tuttle
Sales (Listing Agent) Marketing Home Staging · Other
EmailPhone
Showing 9 of 40 verified contacts
Top roles at Tag Advisors
30 distinct titles indexed · top 10 shown.
- 5managing director
- 3financial advisor
- 2director, specialty markets
- 2executive assistant
- 1accounting bookkeeper
- 1business development liaison at tag advisors
- 1chfc
- 1chief operating officer
- 1client relationship manager
- 1directeur technique pôle assurance
- +20more titles
Sign up to unlock all 40 contacts at Tag Advisors
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