LPL Financial is a firm that provides insurance agent or broker, financial advisor, investment management, administrative support, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most LPL Financial clients are ambulatory health care services, hospitals, and vocational rehabilitation services with revenues ranging from $13 million to $76 million.
Previous legal names, trade names, or just variations of their name include: LPL Financial LLC; LPL Financial Corp.; and LPL Financial LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | Club Managers Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 3 | Pharmaceutical Research and Manufacturers of America (PhRMA) | 501(c)(6) | Washington, DC | ||
| 4 | Greater Lawrence Community Action Council (GLCAC) | 501(c)(3) | Lawrence, MA | ||
| 5 | Asbury Theological Seminary | 501(c)(3) | Wilmore, KY | ||
| 6 | Presbyterian Retirement Communities Northwest (PRCN) | 501(c)(3) | Bellevue, WA | ||
| 7 | The Cleveland Foundation | 501(c)(3) | Cleveland, OH | ||
| 8 | Living Legacy Foundation of Maryland | 501(c)(3) | Baltimore, MD | ||
| 9 | Community Bridges Incorporated (CBI) | 501(c)(3) | Mesa, AZ | ||
| 10 | Butler Health System (BHS) | 501(c)(3) | Butler, PA | ||
| ... | and 149 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial in the nonprofit sector include Metlife Securities Inc, Milliman, Vanguard Energy Services LLC, Tiaa-Teachers Insurance and Annuity, Ubs Financial Services, Minnesota Life Insurance Company, Kibble and Prentice, Newport Group, Inc., Gallagher Benefit Services, and Merrill Lynch Pierce Fenner and Smith.
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