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 California and Ohio (although they are present in other states as well).

Most Securities America Inc clients are hospitals, services for the elderly and people with disabilities, grantmaking foundations, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and vocational rehabilitation services with revenues ranging from $10 million to $56 million.

Primary location:
Lavista, NE
All locations:
NE
Identified clients:
34
Avg client size:
$53 mil revenue
Median client size:
$19 mil revenue

Securities America Inc client list

 NameTypeLocation
1Beaumont Hospital Dearborn501(c)(3)Southfield, MI
2Long Island Community Hospital501(c)(3)Patchogue, NY
3Zufall Health Center501(c)(3)Dover, NJ
4Rex and Margaret Fortune School of Education501(c)(3)Sacramento, CA
5Bright Harbor Healthcare501(c)(3)Bayville, NJ
6Discovery Science Center of Orange County501(c)(3)Santa Ana, CA
7East Liverpool City Hospital (ELCH)501(c)(3)East Liverpool, OH
8Paradise Valley Estates501(c)(3)Fairfield, CA
9Ohio District 5 Area Agency on Aging501(c)(3)Ontario, OH
10Preservation Society of Newport County501(c)(3)Newport, RI
...and 24 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 Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Lincoln Financial Group, Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, Capfinancial Partners, LLC, The Segal Company, and Global Retirement Partners LLC.

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