Lincoln Financial Securities is a firm that provides insurance agent or broker and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Maryland and Michigan (although they are present in other states as well).
Most Lincoln Financial Securities clients are hospitals and civic and social organizations with revenues ranging from $6.4 million to $8.3 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Mccready Foundation | 501(c)(3) | Crisfield, MD |
| 2 | Community Action Agency and Human Resources Authority | 501(c)(3) | Escanaba, MI |
Competitors to Lincoln Financial Securities in the nonprofit sector include Ubs, Leafhouse Financial Advisors, LLC, Voya, Lincoln National Life Insurance, Hub International Insurance Service, Captrust, Cambridge Investment Research, Merrill Lynch Life Agency, United Of Omaha, and Cambridge Investment Research Inc.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.