TAG Advisors Employee Directory

Financial ServicesVirginia, United States201-500 Employees

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.

Find TAG Advisors employees' phone numbers or email addresses

TAG Advisors Global Highlights

Location
Employees

North America
94

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  • United States Of America
    94

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
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  • Stylized image of a person
    T. T.
    Chief Investment Strategist
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  • Stylized image of a person
    A. B.
    President
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  • Stylized image of a person
    J. S.
    President
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  • Stylized image of a person
    J. S.
    President
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  • Stylized image of a person
    J. P.
    President
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  • Stylized image of a person
    J. K.
    Chfc
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  • Stylized image of a person
    D. D.
    Managing Partner
    Phone icon

Contact profiles from TAG Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. M.
    Managing Director
    Phone icon
    United StatesVirginia
    Oct 23, 2025
  • Stylized image of a person
    J. D.
    Managing Director, Tag Invest
    Phone icon
    United StatesIowa
    Nov 13, 2025
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    M. M.
    Director Of Client Insurance Solutions
    Phone icon
    United StatesVirginia
    Nov 11, 2025
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    I. P. P.
    Managing Director, Information Technology
    Phone icon
    United StatesVirginia
    Oct 19, 2025
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    M. D.
    Managing Director
    Phone icon
    United StatesNew York
    May 01, 2025
  • Stylized image of a person
    S. W.
    Director Of Public Relations
    Phone icon
    United StatesNew York
    Mar 07, 2025
  • Stylized image of a person
    A. L.
    Director Of Public Affairs
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    Oct 16, 2024
  • Stylized image of a person
    A. M.
    Director
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    Oct 22, 2024
  • Stylized image of a person
    C. H. C. A. P. C.
    Managing Director - Tag Retire
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. C.
    Assistant Safety Director
    Phone icon
    Oct 17, 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 201 employees as of December 2025. 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 December 2025, TAG Advisors's key employees include:

  • Chief Executive Officer: B. D.
  • Chief Investment Strategist: T. T.
  • President: A. B.
  • President: J. S.
  • President: J. S.

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