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TAG Advisors Employee Directory

Financial ServicesVirginia, United States11-50 Employees

TAG Advisors is a midsize financial services firm that operates as an independent broker-dealer, backing experienced, entrepreneurial financial professionals. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer that is a member of FINRA and SIPC, while investment advisory services are provided by Cambridge Investment Research Advisors, Inc., a registered investment adviser; each organization remains independently responsible for its offerings. The firm presents itself as an advocate for advisors, aiming to reduce compliance and operational challenges and to help practices grow. It combines the resources of a large independent broker-dealer with a tightly connected network of advisers, counting more than 340 affiliated professionals.

TAG's target market comprises independent, self-directed advisers seeking alignment of goals and a supportive, service-focused network to avoid going it alone. The company is based in Glen Allen, Virginia, and operates within the financial services industry as both a broker-dealer and an investment-advisory network. In June 2025, TAG Advisors' CEO Gregory Raines was named a finalist for CEO of the Year at the InvestmentNews Awards.

Find TAG Advisors employees' phone numbers or email addresses

TAG Advisors Global Highlights

Location
Employees

North America
97

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  • United States Of America
    97

Africa
1

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  • Côte D'ivoire
    1

Asia
1

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  • India
    1

South America
1

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  • Brazil
    1

TAG Advisors's Leadership

  • Stylized image of a person
    B. D.
    Chief Executive Officer
  • Stylized image of a person
    T. T.
    Chief Investment Strategist
  • Stylized image of a person
    J. P.
    President
  • Stylized image of a person
    D. D.
    Managing Partner
  • Stylized image of a person
    D. M.
    Owner
  • Stylized image of a person
    D. D.
    Co Founder
  • Stylized image of a person
    D. S.
    Co Founder
  • Stylized image of a person
    J. M.
    Partner

TAG Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Business Development
  • Information Technology
  • Other
  • Community & Social Services

Contact profiles from TAG Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. D.
    Chief Executive Officer
    Jun 08, 2026
  • Stylized image of a person
    D. D.
    Managing Partner
    Aug 29, 2024
  • Stylized image of a person
    D. M.
    Owner
    Jun 25, 2026
  • Stylized image of a person
    D. D.
    Co Founder
    Jun 08, 2026
  • Stylized image of a person
    D. S.
    Co Founder
    Oct 16, 2024
  • Stylized image of a person
    J. P.
    President
    Jun 08, 2026
  • Stylized image of a person
    J. M.
    Partner
    Jun 08, 2026
  • Stylized image of a person
    K. C.
    Partner
    Jun 08, 2026
  • Stylized image of a person
    S. E.
    Partner
    Jun 08, 2026
  • Stylized image of a person
    A. K.
    Senior Vice President, Retirement Plan Specialist
    Aug 28, 2024

Frequently Asked Questions

What is TAG Advisors known for?

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TAG Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore TAG Advisors's company overview page for more information.

What is TAG Advisors's most common email format?

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TAG Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TAG Advisors email formats with LeadIQ.

How many employees does TAG Advisors have currently?

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TAG Advisors has approximately 47 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are TAG Advisors's key employees and leadership?

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As of July 2026, TAG Advisors's key employees include:

  • Chief Executive Officer: B. D.
  • Chief Investment Strategist: T. T.
  • President: J. P.
  • Managing Partner: D. D.
  • Owner: D. M.

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