LPL Financial is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most LPL Financial clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $12 million to $116 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 | Asbury Theological Seminary | 501(c)(3) | Wilmore, KY | ||
| 5 | Freedom Partners | 501(c)(6) | Arlington, VA | ||
| 6 | Hebrew Home at Riverdale | 501(c)(3) | Bronx, NY | ||
| 7 | Transforming Age (PRCN) | 501(c)(3) | Bellevue, WA | ||
| 8 | Florida Realtors | 501(c)(6) | Orlando, FL | ||
| 9 | The Bear Creek School (TBCS) | 501(c)(3) | Redmond, WA | ||
| 10 | The Bowery Mission | 501(c)(3) | New York, NY | ||
| ... | and 134 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, Ubs Financial Services Inc, Variable Annuity Life Insurance Company, Newport Group, Inc., Ascensus, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Co., Ubs Financial Services, Minnesota Life Insurance Company, and Valic.
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.
Request a demo and see Cause IQ in action!