??? TAG Advisors sends a heartfelt thank you to all who have served. *** #VeteransDay #HonorOurHeroes #tagadvisors Gregory Raines, April Booth, Jason Stone, Chuck Hammond, CPFA?, AIF?, PPC?, CMFC?, Eric P. Miller, Stephen Wershing, Marcie Adams, Andrew Miller
TAG Advisors
金融服务
Glen Allen，Virginia 1,095 位关注者
The environment where entrepreneurial advisors can thrive.
关于我们
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.
- 网站
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https://www.tagadvisors.us
TAG Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Glen Allen，Virginia
- 类型
- 私人持股
- 领域
- @TAGAdvisorsUS
地点
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主要
获取路线
4801 Cox Rd
US，Virginia，Glen Allen，23060
TAG Advisors员工
动态
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How Long Must We Store our 401k Records? https://lnkd.in/ed_8sb64
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8 in 10 Plans Overpaying on 401(k) Fees #401k #ERISA #HR https://lnkd.in/eTYgut2e
80% of 401(k) Plans Overpaying on Fees: Form 5500 Analysis
401kspecialistmag.com
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TAG Advisors转发了
Financial Advisor at Allied Financial Advisors, LLC | Simplifying Complex Finances for Business Owners and Executives I
**Are you a financial advisor exploring new opportunities?** ?? As the industry evolves, finding the right broker-dealer that aligns with your values and supports your growth is crucial. Let's connect if you're currently in transition or considering a change! Feel free to reach out directly—I'm happy to share insights and opportunities with TAG Advisors #FinancialAdvisors #BrokerDealer #TransitionSupport #FinancialPlanning #AdvisorGrowth
TAG Advisors | LinkedIn
linkedin.com
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Congratulations, Elisa! We're so fortunate to have you and an office full of superstars like G9 as part of the TAG Advisors family.
We’re thrilled to announce that Elisa has been honored as a 40 Under 40 recipient by the Worcester Business Journal! ?? Last night's ceremony was a true testament to her impressive skills and achievements as well as her unwavering commitment to excellence and leadership in our community. Congratulations to Elisa on this well-deserved award! We’re incredibly proud to have her on our team and excited to see what the future holds for her.
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Government Watchdog Wants IRS to Play Bigger Role in Policing Retirement Advice https://lnkd.in/eCQB3Bem
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Happy Labor Day, everyone! Enjoy some grilling ?? and relaxation ??. You’ve earned it. Our offices are closed in observance of this holiday, which is dedicated to the social and economic achievements of American workers. *** #LaborDay #HardWork #YouEarnedIt #tagadvisors Gregory Raines, April Booth, Jason Stone, Chuck Hammond, CPFA?, AIF?, PPC?, CMFC?, Eric P. Miller, Stephen Wershing, Marcie Adams, Andrew Miller ??
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#CambridgeIgnite is a wrap! ?? We invested 3 days last week in something wonderful. With 100 of our financial professionals, we joined thousands of #CambridgeNation at #Ignite2024. Our days were packed with informative sessions. Our evenings were filled with unforgettable parties. We reconnected, gained valuable insights, and spent quality time with our advisors, peers, and partners. Check out highlights of #Ignite2024 ??. See you next year! *** #Ignite2024 #IgniteRecap #tagadvisors #financial Gregory Raines, April Booth, Jason Stone, Chuck Hammond, CPFA?, AIF?, PPC?, CMFC?, Eric P. Miller, Stephen Wershing, Marcie Adams, Andrew Miller ?? , TAG Advisors Amy Webber, Eric Schwartz, Seth Miller, Colleen Bell, Jeffrey Vivacqua, Cambridge Investment Research, Inc.
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Honored to have over 20 incredible TAG Advisors women financial professionals attend the Cambridge Community of Women luncheon. In addition to networking and support, we joined forces to contribute to the scholarship fund being created in honor of our late colleague Matt Eggar. It's inspiring to see how this TAG Advisors community comes together to pay tribute and invest in the next generation of financial professionals. *** #Ignite2024 #CambridgeIgnite?#CommunityOfWomen #ComeTogether #MattEggar #tagadvisors Lovie Leach, CFS, WMS, RFC, Trudy Quinto, Marlene R., Anna Vollenweider, Buffy Summer Glover, Susan Sukys, CFP?, April Booth, Krysten Overly-Armour, Melissa Naylor, Katelin Kalik, RFC?, CDFA?, Treasa M., Brittany Carrier, Madeline Cheramie, Grisell Cabero Palsson, MBA, Lori Crilley, Darla Pellersels, RFC?, Kaitlin Ochab, Mary Wagner
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This was a great panel! April and Susan had a lot of wisdom to share with us.
COO April Booth and advisor Susan Sukys, CFP? had the opportunity to participate on a panel at Ignite on Growing Your Business and share insights on practice efficiency, organic growth best practices, and the value of growth by acquisition. As Cambridge's largest Enterprise OSJ, and largest recruiting branch, it was encouraging to have them share their insights, and hear thought-provoking discussion from peers and fellow advisors on how to achieve growth in advisor practices. *** #Ignite2024 #IgniteInsights #tagadvisors #financial Gregory Raines, April Booth, Jason Stone, Chuck Hammond, CPFA?, AIF?, PPC?, CMFC?, Eric P. Miller, Stephen Wershing, Marcie Adams, Andrew Miller ??
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