Payout Grids

Company Mutual Funds % Stocks % Bonds % Annuities % Insurance % Alternatives % Rep-MGD % Firm-MGD % Outside-MGD %
American Portfolios Financial Services 90 90 90 90 90 90 90 90
Ameriprise Financial -- -- -- -- -- -- -- -- --
Ameritas Investment 50-90 50-90 50-90 50-90 50-90 50-90 50-90 50-90 50-90
AXA Advisors 50-80 50-80 50-80 50-80 50-80 50-80 50-80 50-80 50-80
Berthel Fisher Financial Services 70-90 70-90 70-90 70-90 70-90 70-90 70-90 70-90 70-90
Broker Financial Services -- -- -- -- -- -- -- -- --
Cadaret, Grant 90 87 87 90 92 87 95 90 90
Cambridge Investment Research Up to 95+ Up to 90 Up to 90 Up to 93 Up to 100 Up to 93 Up to 100 Up to 100 Up to 95
Centaurus Financial Up to 92 Up to 92 Up to 92 Up to 92 Up to 92 Up to 92 Up to 92 n/a Up to 92
Cetera Advisor Networks Up to 90 Up to 82 -- Up to 90 Up to 95 -- -- -- --
Cetera Advisors Up to 92 Up to 85 -- Up to 92 Up to 92 -- -- -- --
Cetera Financial Institutions Up to 92 Up to 90 -- Up to 95 Up to 95 -- -- -- --
Cetera Financial Specialists Up to 90 Up to 90 -- Up to 90 Up to 90 -- -- -- --
Commonwealth Financial Network Up to 95 Up to 95 Up to 95 Up to 95 Up to 100 Up to 95 Up to 100 Up to 100 Up to 100
Crown Capital Securities 85-92 70-85 70-85 85-92 85-92 85-92 85-92 n/a 85-92
CUNA Brokerage Services 20-42 20-42 20-42 20-42 20-42 20-42 20-42 20-42 20-42
CUSO Financial Services & Sorrento Pacific Financial 90-94 70-2 70-92 90-94 90-94 90-94 -- 90-94 --
First Allied Securities Up to 95 Up to 95 -- Up to 95 Up to 100 -- -- -- --
Founders Financial Securities 80-90 80-90 80-90 80-90 80-90 80-90 80-90 100 80-90
FSC Securities 90-95 80-85 80-85 90-95 90-95 90-95 90-98 90-98 90-98
Geneos Wealth Management 93 93 93 93 95 93 95 95 95
H. Beck Up to 95 Up to 85 Up to 85 Up to 95 Up to 100 Up to 95 Up to 95 Up to 95 Up to 95
Harbour Investments 70-92 70-92 70-92 70-92 100 70-92 70-92 70-92 85-95
HD Vest Financial Services 0-90 0-85 0-85 0-90 0-90 0-90 0-90 0-90 0-90
Hornor, Townsend & Kent 40 to 80 40 to 80 40 to 80 40 to 80 40 to 80 40 to 80 40 to 80 -- 40 to 80
Independent Financial Group 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92
INVEST Financial 89-95 79-85 79-85 89-95 89-95 89-95 89-95 N/A 89-95
Investacorp 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92
Investment Centers of America 75-92 75-85 75-85 75-92 75-92 75-92 75-92 -- 75-92
Investors Capital Up to 92 Up to 92 -- Up to 92 Up to 92 -- -- -- --
J.P. Turner 85-90 85-90 -- 85-90 85-90 -- -- -- --
J.W. Cole Financial 15 1 1 29 13 7 20 14
KMS Financial Services 50-95 50-95 50-95 50-95 50-95 47-92 50-95 50-95 50-95
Kovack Securities 90 90 90 90 90 90 90 90 90
Larson Financial 50 50 50 50 50 50 50 50 50
LaSalle St. Securities 85-91 85-91 85-91 85-91 85-91 85-91 85-91 85-91 85-91
Legend Group 79 79 -- 82 82 -- -- -- --
Lincoln Financial Network
LPL Financial 90-98 77-91 77-91 90-98 90-98 90-98 90-98 N/A 90-98
M Holdings Securities 95 95 95 95 97 95 95 95 95
MML Investors Services 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5
National Planning 90-95 80-85 80-85 90-95 90-95 90-95 90-95 90-95 90-95
NEXT Financial Group 90 85 85 90 90 85 90 -- 90
NFP Advisor Services 65-95 65-95 65-95 65-95 96 65-95 65-95 65-95 65-95
Northwestern Mutual 35-90 35-90 35-90 .5-2.5 varies varies 35-90 35-90 35-90
O.N.Equity Sales 75-92 75-92 75-92 75-100 100 75-92 75-92 75-92 75-92
PlanMember Securities Up to 92 Up to 92 Up to 92 Up to 92 100 Up to 92 Up to 92 Up to 92 Up to 92
Princor Financial Services 45-85 45-85 45-85 Varies -- 45-85 45-85 -- 45-85
ProEquities -- -- -- -- -- -- -- -- --
Prospera Financial Services 12 9 8 17 3 8 30 13
Questar Capital 90 90 90 90 90 90 90 90 90
Raymond James Financial Services 90-96 80-86 80-96 90-96 90-96 80-96 85-100 85-96 80-96
Royal Alliance Associates 90-95 80-85 80-85 90-95 90-95 90-95 90-98 90-98 90-98
SagePoint Financial 90-95 90-95 80-85 80-85 90-95 90-95 90-98 90-98 90-98
Securian Financial Services Up to 95 Up to 95 Up to 95 Up to 95 Up to 93 -- Up to 95 Up to 95 Up to 95
Securities America Up to 95 Up to 95 Up to 95 Up to 95 100 Up to 95 Up to 95 N/A Up to 95
Securities Management & Research 55-90 55-90 55-90 55-90 55-90 55-90 55-90 55-90 55-90
Securities Service Network 94-100 94-100 94-100 94-100 94-100 85 94-100 94-100 94-100
Signator Investors 40-93 40-93 40-93 40-93 40-93 40-93 na na 40-93
SII Investments 89-95 79-85 79-85 89-95 89-95 89-95 89-95 89-95 89-95
Summit Brokerage Services 80-95 80-95 -- 80-100 80-100 -- -- -- --
The Investment Center 90 85 85 90 100 90 90 90 90
Transamerica Financial Advisors -- -- -- -- -- -- -- -- --
Triad Advisors 85-92 80-85 80-85 85-92 85-92 85-92 90-100 N.A 90-100
United Planners Financial Services 90+ 90+ 90+ 90+ 90+ 90+ 90+ 90+ 90+
Voya Financial Advisors Avg 89 Avg 89 Avg 89 Avg 89 Avg 89 Avg 89 Avg 89 Avg 89 Avg 89
VSR Financial Service 80-92 80-90 -- 80-92 80-92 -- -- -- --
Waddell & Reed Financial Advisors 45-82 45-57 45-82 45-82 45-82 45-82 45-82 45-82
Wells Fargo Advisors Financial Network -- -- -- -- -- -- -- -- --
Woodbury Financial Services 85-95 85-95 85-95 85-95 85-95 85-95 85-95 85-95 85-95
-- Does not apply
The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here