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 and exceed their life goals. We will accomplish through education, communicaton 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 & Marksville as of February 2017.

Services & Strategies

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

A Systematic Life Planning Approach

 

Discovery

 

Strategies

 

Planning

 

Monitoring


                                               Congratulations!!  Best Financial Advisor-Cenla Reader's Choice Awards 2017
Given by Cenla Focus Magazine (Award based on online votes)

• Michael Upton, AAMS, AIF®,

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
  • Mar 24
    - JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT
  • Mar 10
    - Michael Upton, Jeff Draughon & Joey Bollinger Recognized by LPL Financial as Top Financial Advisors
  • Aug 31
    - UDB Financial Attends National Financial Services Industry Conference

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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, NV, NY, OK,  PA, SC, TN, TX, VA. WA, WI, WY & VI.