Investment management & Financial consulting

UDB Financial

Locations

  • Alexandria Branch

    207 Ansley Blvd.
    Suite A
    Alexandria, LA 71303

    Phone : 318.442.4944
    Toll Free : 866.442.4944
    Fax : 318.442.4401

  • Office Hours

    Monday -Thursday 8am - 5pm
    Friday 8am - 4:30pm

  • Financial Consultants

    Michael Upton, AAMS, AIF®
    Jeff Draughon, AAMS
    Joey Bollinger, MBA, AAMS
    Brian Flynn
    Lori Decker, CMFC®

  • Administrative Associate

    Martha Bankston
    Christopher Daigrepont

    Operations Manager

    Cindy Upton Peaslee

  • Account Executives

    Crissy Shirley

  • Client Services Associates

    Heather Parker

  • Leesville Branch

    105 South 5th Street
    Leesville, LA 71446

    Phone : 337.392.1445
    Fax : 337.392.1433

  • Office Hours

    Monday-Friday 7:30am-4:30pm
    Closed 12-1pm

  • Financial Consultants:

    Joey Bollinger, MBA AAMS
    John Lenahan, CFP®

  • Client Services Associates:

    Shirley Laurence
    Heather Parker

  • Marksville Branch

    631 North Main Street
    Marksville, LA 71351

    Phone : 318.240.9940
    Fax : 318.240.9941

  • Office Hours

    Monday-Friday 8:30am-4:30pm

  • Financial Consultants

    Stan Bollinger

  • Client Services Associate

     Laurie Dauzat

  • Baton Rouge Branch

    12508 Coursey Blvd.
    Suite B
    Baton Rouge, LA 70816

    Phone : 225.756.1755
    Toll Free : 844.832.4015
    Fax : 225.756.1758

  • Office Hours

    Monday-Thursday 8am-5pm
    Friday 8am-4:30pm

  • Financial Consultant

    Sam Marino, AIF®
    Tony Ragusa, CRPS®,ChFC®, CRPC®
     Bradley Secrest

  • Client Services Associate

    Monica Meche


                                               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

Press Releases
24
Mar
JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision ...read more

10
Mar
Michael Upton, Jeff Draughon & Joey Bollinger Recognized by LPL Financial as Top Financial Advisors

Michael Upton, Jeff Draughon & Joey Bollinger, independent LPL Financial advisors at UDB Financial, today ...read more

31
Aug
UDB Financial Attends National Financial Services Industry Conference

Michael Upton, Jeff Draughon, Brian Flynn, Stan Bollinger, Lori Decker, Tony Ragusa, Bradley Secrest & ...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.