Purpose Financial Group is a DBA (Doing Business As) name that I use as an independent financial consultant. My name is Paul Carico, and I am registered representative with LPL Financial. I specifically chose LPL as my broker-dealer for many reasons listed below. One reason in particular is that LPL does not focus on advertising its name to the public using mass media as other more recognizable companies do. I value the ability to hold myself out to the public as Purpose Financial Group; the name speaks to my mission and what my clients can expect from me. The name includes "Group" which may not apply at the present, but other advisors have been and may again be a part of Purpose Financial Group.

About LPL Financial

LPL Financial was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger, both established in 1968. By merging these two companies, the founders of LPL Financial sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting approximately 16,000 financial professionals.

In 2005, LPL Financial sold a 60% ownership stake to two private equity partners, Hellman & Friedman LLC and Texas Pacific Group, both strongly committed to maintaining the independence of the firm. In November 2010, the parent company of LPL Financial, LPL Investment Holdings Inc., first became publicly traded on NASDAQ under symbol LPLA.

As we continue to grow and look to the future, LPL Financial is committed to remaining a trusted and unbiased resource for our advisors and their clients. The financial services industry, markets, and world are changing fast, while people are living longer and facing more complex financial needs. At the same time, investors are increasingly seeking to partner with advisors who offer unbiased guidance to help them face today’s financial planning challenges. These factors mean that providing Americans with independent investment advice has never been more important than it is today.

Financial advisors and institutions need a partner that can help them meet the evolving needs of their clients. As a market leader, LPL Financial is well positioned to enable our customers to help their clients do just that.

* As reported in Financial Planning magazine 1996-2011, based on total revenue

LPL Corporate Snapshot

Following are highlights of key financial performance metrics for LPL Investment Holdings, Inc. For complete financial information, including recent SEC filings, visit the Investors Relations section of LPL.com

As of March 31, 2012

Advisory & Brokerage Assets ($ billions)	$354.1
Advisory Assets ($ billions)	$110.8
Net Revenue ($ millions)	$901.8
2011 Annual Net Revenue ($ millions)	$3,479.4
Financial Advisors	12,962
Employees	2,720
Funded Accounts (millions)	4.2
Financial Institution Partners	679
Excess Net Capital, LPL Financial LLC ($ millions)	$102.3
Industry ranking by number of advisors*	4

* Based on publicly disclosed information as of December 31, 2011