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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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HeadquartersGlen Allen, United StatesEmployees46(201 to 500)Annual revenue$1M to <$10MWebsitetagadvisors.usLinkedIn profileLinkedIn

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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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

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