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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TAG Advisors

Gregory Raines

Michael Delorme

Herb Modrak

Chuck Hammond

Al Lowry

Jason Stone

Terry Treiber

April Booth

The Leadership Team at TAG Advisors is responsible for setting the strategic direction of the company, ensuring alignment between the organization's goals and the needs of its advisors. This team fosters a collaborative environment that empowers independent advisors to thrive by providing operational support, compliance resources, and investment strategies. Through their collective leadership, they drive innovation and advocate for the unique challenges faced by their advisors, enhancing the overall value of the TAG network.

Leadership Team

Business Development Team

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Business Development Team