Cause IQ vendor profile

LPL Financial Corporation

LPL Financial Corporation is a firm that provides insurance agent or broker, insurance, financial advisor, investment management, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most LPL Financial Corporation clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $14 million to $99 million.

Primary location:
San Diego, CA
All locations:
Identified clients:
Avg client size:
$72 mil revenue
Median client size:
$22 mil revenue

LPL Financial Corporation client list

1May Institute501(c)(3)Randolph, MA
2National Association for the Advancement of Colored People (NAACP)501(c)(3)Baltimore, MD
3American Society of Clinical Oncology (ASCO)501(c)(3)Alexandria, VA
4Trinity Health Corporation501(c)(3)Livonia, MI
5North Memorial Health501(c)(3)Robbinsdale, MN
6Simons Foundation501(c)(3)New York, NY
7Wentworth-Douglass Hospital501(c)(3)Dover, NH
8Sauk Prairie Healthcare501(c)(3)Prairie Du Sac, WI
9South Middlesex Opportunity Council (SMOC)501(c)(3)Framingham, MA
10SAE International501(c)(3)Warrendale, PA
...and 78 more LPL Financial Corporation not-for-profit tax-exempt clients identified by Cause IQ

LPL Financial Corporation competitors

Competitors to LPL Financial Corporation in the nonprofit sector include Metlife Securities Inc, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Ubs Financial Services, Minnesota Life Insurance Company, LPL Financial, The Segal Company, Valic, and Gallagher Benefit Services Inc.

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