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, outpatient health care practitioners and facilities, hospitals, grantmaking foundations, and services for the elderly and people with disabilities with revenues ranging from $10 million to $66 million.

Primary location:
Lavista, NE
Clients in:
NE
Identified clients:
32
Avg client size:
$58 mil revenue
Median client size:
$19 mil revenue

Securities America Inc client list

  Name Type Location
1 Beaumont Hospital Dearborn 501(c)(3) Southfield, MI
2 Long Island Community Hospital 501(c)(3) Patchogue, NY
3 Zufall Health Center 501(c)(3) Dover, NJ
4 OCEAN MENTAL Health Services Bright Harbor Healthcare 501(c)(3) Bayville, NJ
5 East Liverpool City Hospital (ELCH) 501(c)(3) East Liverpool, OH
6 Paradise Valley Estates 501(c)(3) Fairfield, CA
7 Preservation Society of Newport County 501(c)(3) Newport, RI
8 Deer Lodge Medical Center 501(c)(3) Deer Lodge, MT
9 Columbus Museum of Art (CMA) 501(c)(3) Columbus, OH
10 Community Alliance 501(c)(3) Omaha, NE
... and 22 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 Ubs Financial Services, Inc., LPL Financial, Raymond James Financial Services, Capfinancial Partners, LLC, Lincoln Financial Group, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Ameriprise Financial Services, The Segal Company, and Usi Consulting Group.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

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.

and see Cause IQ in action!