From the September 2006 issue of Investment Advisor • Subscribe!

September 1, 2006

Division IV

Woodbury Financial Services

Year founded: 2001

Producing reps: 1,822

Est. gross revenue (2006): $204.6 million

Avg. annual gross production

per rep (2005): NA

Ratio of reps to home office: 8.9 to 1

Leader's top priorities**

Short term: Rep recruiting

Longer term: Dealing with

shrinking margins

Company data self reported as of April 1, 2006

**Investment Advisor survey, August 2006

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