Broker Check

The Advisor Group (TAG)

 

Family Legacy Concepts proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research. Cambridge is one of the nation’s top independent Broker/Dealers, recognized in the industry for their innovative financial solutions and values of integrity, commitment, flexibility and kindness. TAG Advisors has over 280 registered financial professionals located throughout the United States and over $6 billion in assets under advisement. As a leader in the financial services industry, this ensemble of independent financial professionals brings over 40 years of experience in comprehensive financial planning and client support. This combination of knowledge and independence allows TAG to fully serve their clients’ needs with customized financial solutions.

 

TAG Assist Virtual Support

As part of the TAG Advisors branch, our valued clients are supported by a team of experienced
client service professionals who specialize in client engagement and streamlined account
creation and support.