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2026 Compensation Research Report
The following report provides compensation data for sales executives who distribute securities products across the financial advisor community. These products include 40 Act funds, ETFs, alternative investments, annuities, real estate, and private credit, etc.The report summarizes wholesaler compensation across large and small firms and breaks the data into three tiers. The information was collected throughout 2025 from 400 different contacts, including both senior-level and entry-level sales executives, and averages were calculated.
The report also includes surveys on distribution strategies, compensation structures, coverage models, and more.
If you are a hiring manager and would like to view the report, please get in touch with us at 904-834-3352.
Roles We Recruit
Sales Leadership
National Sales Managers, Divisional Sales Managers, Sales Desk ManagersSales
Wholesalers, Hybrid Wholesalers, Internal Sales ExecutivesAccount Management
National Account Managers, Key Account ManagersClients
Equity Managers
ETFs, Fixed income, Hedge Funds, Closed-End Funds, & Act Funds, Structured Notes, Separately Managed AccountsInsurance Providers
Variable Annuities, Fixed Indexed Annuities, RILAs / bufferedAlternative Sponsors
Opportunistic Credit, Distressed Debt / Private Debt, Private Debt, CLOs, Structured Products/Notes, Specialty Finance, Fintech, GP Stakes, BDCs, Private Real Estate, Real Assets, Infrastructure, Energy, Oil & Gas, Self Storage Providers, DSTs, 1031s, QOZs, 721/UPREITs, DST, Storage Providers, Evergreen/Perpetual-Capital Funds, Separately Managed Accounts, Special Purpose Vehicles (SPVs)
904-834-3352
contact@lckirk.com
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Jacksonville Beach, FL 32250