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Warren Hamilton May

TAG Capital Partners

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About Warren Hamilton May

Warren Hamilton May is a financial professional with over 40 years of experience in the industry. Warren has been registered with FINRA since 1977. Warren is currently registered with TAG Capital Partners. Warren has previously worked with Principal Securities, Inc., The Leaders Group, Inc., The O.N. Equity Sales Company, Lincoln Financial Distributors, Inc., The Lincoln National Life Insurance Company, Jefferson Pilot Securities Corporation, Tower Square Securities, Inc., and Advantage Capital Corporation. Warren is licensed in Series 1, 7, 24, 63, and SIE.

Firm Information

Warren May is currently registered with TAG Capital Partners. TAG Capital Partners is a Limited Liability Company formed on January 6, 2022. The firm is registered in all 50 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Warren May’s Registration & Firm History

NY

05/22/2023 - Present

TAG Capital Partners (New York NY)

IA

01/16/2020 - 07/20/2021

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

IA

03/29/2010 - 12/31/2019

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

CO

04/23/2009 - 03/30/2010

THE LEADERS GROUP, INC. (LITTLETON CO)

OH

12/15/2006 - 03/13/2007

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

PA

04/26/2006 - 01/03/2007

LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)

IN

07/06/2006 - 12/31/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NC

09/12/2002 - 05/08/2006

JEFFERSON PILOT SECURITIES CORPORATION (GREENSBORO NC)

CA

05/17/1996 - 09/06/2002

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

GA

08/15/1994 - 05/24/1996

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

CA

08/16/1977 - 08/15/1994

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 07/15/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/10/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Warren Hamilton May.
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