Cause IQ vendor profile

Securities America Inc


Securities America Inc is a firm that provides insurance agent or broker, financial advisor, investment management, insurance, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and California (although they are present in other states as well).

Most Securities America Inc clients are vocational rehabilitation services, hospitals, and grantmaking foundations with revenues ranging from $8.6 million to $79 million.

Primary location:
Lavista, NE
Clients in:
NE
Identified clients:
28
Avg client size:
$58 mil revenue
Median client size:
$20 mil revenue

Securities America Inc client list

  Name Type Location
1 Oakwood Healthcare 501(c)(3) Southfield, MI
2 Chapa-De Indian Health Program 501(c)(3) Auburn, CA
3 Hackensack Meridian Health 501(c)(3) Edison, NJ
4 Area Agency on Aging District 7 501(c)(3) Jackson, OH
5 East Liverpool City Hospital (ELCH) 501(c)(3) East Liverpool, OH
6 National Association of Government Employees / Nage (NAGE) 501(c)(5) Quincy, MA
7 Deer Lodge Medical Center 501(c)(3) Deer Lodge, MT
8 Columbus Museum of Art (CMA) 501(c)(3) Columbus, OH
9 Oparc 501(c)(3) Montclair, CA
10 SEM Haven 501(c)(3) Milford, OH
... and 18 more Securities America Inc not-for-profit tax-exempt clients identified by Cause IQ

Securities America Inc competitors

Competitors to Securities America Inc in the nonprofit sector include Oppenheimer, Cigna Health and Life Insurance, Aetna Inc, Lincoln Financial Advisors, Prudential, Metlife Insurance Company, Gallagher Benefit Services, Kibble and Prentice, Morgan Stanley Smith Barney, and Commonwealth Financial Network.

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