The Investment Center, Inc.

Year founded: 1986

Producing reps: 325

Est. gross revenue (2006): $33 million

Avg. annual gross production

per rep (2005): $195,000

Ratio of reps to home office: 9.3 to 1

Leader’s top priorities*

Short term: Technology

Longer term: Attracting and

retaining good reps

Company data self reported as of April 1, 2006

*Investment Advisor survey, August 2006