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

Minus sign iconPlus sign icon
  • United States Of America
    94

Africa
1

Minus sign iconPlus sign icon
  • Côte D'ivoire
    1

Asia
1

Minus sign iconPlus sign icon
  • India
    1

South America
1

Minus sign iconPlus sign icon
  • Brazil
    1

TAG Advisors's Leadership

  • Stylized image of a person
    B. D.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    T. T.
    Chief Investment Strategist
    Phone icon
  • Stylized image of a person
    A. B.
    President
    Phone icon
  • Stylized image of a person
    J. S.
    President
    Phone icon
  • Stylized image of a person
    J. S.
    President
    Phone icon
  • Stylized image of a person
    J. P.
    President
    Phone icon
  • Stylized image of a person
    J. K.
    Chfc
    Phone icon
  • 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
    M. N.
    Paraplanner
    Phone icon
    United StatesArizona
    Aug 08, 2025
  • Stylized image of a person
    D. Y.
    Accounting Bookkeeper
    Phone icon
    United StatesVirginia
    Oct 24, 2025
  • Stylized image of a person
    B. W.
    Financial Advisor
    Phone icon
    Aug 13, 2025
  • Stylized image of a person
    B. H.
    Consultant
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    C. D.
    Financial Service Advisor
    Phone icon
    United StatesVirginia
    Nov 12, 2024
  • Stylized image of a person
    K. L.
    Founding Member
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. Q.
    Broker Dealer
    Phone icon
    Aug 25, 2025
  • Stylized image of a person
    L. N.
    Cfp, Investment Advisory Representative
    Phone icon
    United StatesMinnesota
    Jul 25, 2024
  • Stylized image of a person
    M. E.
    Osj Supervisor
    Phone icon
    United StatesNew York
    Jan 04, 2025
  • Stylized image of a person
    P. G.
    Financial Advisor
    Phone icon
    Oct 30, 2025

Frequently Asked Questions

What is TAG Advisors known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.