Began first branch from scratch
About Us
We’re Better Together
The financial services industry is a big world and it’s quickly changing. It takes more than great client service to be successful.
We help you find what’s right for you and assist you in being more effective and more compliant. We also stress the importance of relationships. Through regular engagement with the management team and interaction with a vibrant community of colleagues who are truly interested in helping navigate the challenges of our profession, you’ll benefit from the sharing of experiences, ideas, and resources.
As one of the largest enterprises within Cambridge Investment Research, we’re ready to help you grow beyond what’s possible on your own.
TAG is EVERYWHERE!
See where in the world TAG Advisors are showing up!
400+
Advisors
$17B+
Assets Under Management
Our History
1996
1997
Exceeded $150,000 in revenue
1999
Exceeded $600,000 in revenue
2004
Became the largest branch organization in the firm with revenues exceeding $6.35 million
2005
Gregory Raines appointed National Director of Field Development for MetLife Broker Dealer Group
2010
Exceeded $14 million in revenue
2011
Joined Cambridge Investment Research
2015
Grew past 250 financial professionals and $28 million in revenue
2021
Became the largest branch within Cambridge with over 300 financial professionals and revenues in excess of $76 million
2023
TAG Advisors sets record for revenue, number of advisors – 400 financial professionals, $100 million in revenue
Executive Team
Gregory S. Raines
CEO
With over 30 years of financial services leadership, Greg guides the vision and strategy of the organization and works to consistently improve its support to its advisors. Under his leadership, TAG Advisors has grown to over 400 financial professionals who oversee $17 billion in assets.
Jason Stone, AIF®
President
Jason leads our risk management and compliance activities and coordinates TAG Advisors’ OSJ Managers. He works to assure the activities of the organization and its members continuously comply with the evolving regulatory landscape.
April Booth
Chief Operating Officer
April is responsible for the daily operations of the firm, including strategic planning for new initiatives, problem resolution, and procedural implementation. She manages the team that provides hands-on support for financial professional transition. She is also an active advisor.
Daniel Vecchio
Chief Financial Officer
Daniel oversees the financial systems that support our organization, working closely with the executive team to provide strategic direction in accounting and finance. He is also developing a service to offer tax advice to our financial professionals and tax support for their clients.