Cause IQ vendor profile

Wells Fargo Advisors Ins Agency LLC


Wells Fargo Advisors Ins Agency LLC is a firm that provides insurance agent or broker and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Wells Fargo Advisors Ins Agency LLC clients are outpatient health care practitioners and facilities, hospitals, vocational rehabilitation services, community housing services, and social advocacy organizations with revenues ranging from $15 million to $108 million.

Previous legal names, trade names, or just variations of their name include: Wells Fargo Advisors Ins Agency.

Primary location:
Charlotte, NC
All locations:
NC
Identified clients:
42
Avg client size:
$44 mil revenue
Median client size:
$20 mil revenue

Wells Fargo Advisors Ins Agency LLC client list

 NameTypeLocation
1National Retail Federation (NRF)501(c)(6)Washington, DC
2Media Matters for America501(c)(3)Washington, DC
3Teach for America (TFA)501(c)(3)New York, NY
4Corporation for Supportive Housing (CSH)501(c)(3)New York, NY
5Roosevelt Children's Academy (RCA)501(c)(3)Roosevelt, NY
6Howard Brown Health Center501(c)(3)Chicago, IL
7Goodwill of Olympics and Rainier Region501(c)(3)Tacoma, WA
8Community Renewal Team (CRT)501(c)(3)Hartford, CT
9Municipal Securities Rulemaking Board (MSRB)501(c)(6)Washington, DC
10Regional Mental Health Center501(c)(3)Merrillville, IN
...and 32 more Wells Fargo Advisors Ins Agency LLC not-for-profit tax-exempt clients identified by Cause IQ

Wells Fargo Advisors Ins Agency LLC competitors

Competitors to Wells Fargo Advisors Ins Agency LLC in the nonprofit sector include Valic, Raymond James and Associates, NFP Insurance Services Inc, Metlife Securities Inc, Morgan Stanley Smith Barney LLC, Newport Group, Inc., Ascensus, Fidelity Investments, Ubs Financial Services Inc, and Merrill Lynch Pierce Fenner and Smith.

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