TAG Advisors
Herb Modrak is a seasoned financial professional with extensive experience in various roles within the financial services industry. As the Managing Director at TAG Advisors since January 2019, Modrak focuses on supervising and supporting independent financial advisors. Concurrently, Modrak works as a Financial Advisor at Greenwood Financial Group. Previous experience includes positions such as Jr. Business Risk Analyst at BB&T Securities, LLC, Compliance Manager at WealthForge LLC, and AVP of Branch Operations and Administration at Cary Street Partners. Modrak's managerial expertise spans overseeing large teams, compliance management, and various operational roles at notable firms like SunTrust Investment Services and Wells Fargo Advisors, LLC. Educational qualifications include a Master’s in Business Administration from Virginia Commonwealth University and a BS in Psychology from the University of Tennessee, Knoxville.
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.