Investment management & Financial consulting

UDB Financial

Mission

As independent consultants, we create customized investment strategies to help manage and transfer our client's wealth. We are committed to helping individuals and families pursue their life goals. We aim to accomplish this through education, communication and a level of service which exceeds our client's expectations.

Qualifications

Our consultants provide financial services to over $600 million in brokerage & advisory assets  (through LPL Financial) from locations in Alexandria, Baton Rouge, & Leesville & as of February 2018.

Services & Strategies

  • Investment Management 
  • Financial Consulting 
  • Risk Management
  • Retirement Planning
  • Estate & Tax Planning 

A Systematic Life Planning Approach

 

Discovery

 

Strategies

 

Planning

 

Monitoring


      Congratulations to Joey Bollinger for receiving LPL's Chairman's Club award.  This award is presented to  less than 5% of the firm's approximately 15,000 advisors. Based on annual production.

• Joey Bollinger,

Financial Consultant

Our Team
Michael Upton

Michael Upton, AAMS, AIF® Partner and Co-Founder mike.upton@lpl.com A native of Alexandria, LA and a 1990 ...read more

Jeff Draughon & Crissy Shirley

Jeff Draughon, AAMS Partner and Co-Founder jeff.draughon@lpl.com Born and raised in Alexandria, Jeff received his ...read more

Joseph O Bollinger Jr. & Heather Parker

Joey Bollinger, MBA, AAMS Partner and Co-Founder joey.bollinger@lpl.com Joey has been a resident of Alexandria ...read more

News
  • Apr 02
    - JOEY BOLLINGER & JEFF DRAUGHON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - MICHAEL UPTON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - SAM MARINO RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

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Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NY, OK,  PA, SC, TN, TX, VA. WA, WI & VI.