LPL Financial is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most LPL Financial clients are outpatient health care practitioners and facilities, elementary and secondary schools, and hospitals with revenues ranging from $14 million to $82 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 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 2 | Clean Water Action | 501(c)(4) | Washington, DC | ||
| 3 | DC Prep | 501(c)(3) | Washington, DC | ||
| 4 | Greater Lawrence Community Action Council (GLCAC) | 501(c)(3) | Lawrence, MA | ||
| 5 | Center for American Progress (CAP) | 501(c)(3) | Washington, DC | ||
| 6 | Asheville School (AS) | 501(c)(3) | Asheville, NC | ||
| 7 | American Academy of Otolaryngology Head and Neck Surgery (AAO-HNS) | 501(c)(3) | Alexandria, VA | ||
| 8 | Pancreatic Cancer Action Network (PCAN) | 501(c)(3) | Manhattan Beach, CA | ||
| 9 | CHILDREN'S Defense Fund (CDF) | 501(c)(3) | Washington, DC | ||
| 10 | Stand Together | 501(c)(6) | Arlington, VA | ||
| ... | and 210 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, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Newport Group, Inc., MML Insurance Agency LLC, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Fidelity Investments, and Kibble and Prentice.
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