Investment management & Financial consulting

UDB Financial

Our Team

Michael Upton

Michael Upton, AAMS, AIF® Partner and Co-Founder mike.upton@lpl.com A native of Alexandria, LA and a 1990 graduate of LSU with a BA in Political Science, Michael has been in ...

Jeff Draughon & Crissy Shirley

Jeff Draughon, AAMS Partner and Co-Founder jeff.draughon@lpl.com Born and raised in Alexandria, Jeff received his bachelor’s degree from LSU (1991) and his master’s degree from the United States ...

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 since 1989. He and his wife, Gina have been married since 1993. Joey ...

Stan Bollinger

Stan Bollinger Financial Consultant stanley.bollinger@lpl.com Stan joined the firm as an LPL Investment Registered Representative in 2003. His goal with the firm is to guide each client to ...

John Lenahan & Shirley Laurence

John Lenahan, CFP® CERTIFIED FINANCIAL PLANNER™ Professional john.lenahan@lpl.com   A native of Vernon Parish, John has been serving the financial needs of the community for 30+ years.  A ...

Sam Marino, Tony Ragusa, Monica Meche

Sam Marino,  AIF® Financial Consultant sam.marino@lpl.com Sam has been a lifelong resident of Baton Rouge.  He and his wife Paula have been married since 1984.  Sam and Paula ...

Brian Flynn

Financial Consultant  brian.flynn@lpl.com   Brian joined the firm as an LPL Financial Registered Representative in 2013. Brian currently holds a Series 7 and Series 66 with LPL Financial as ...

Lori Decker

Lori Decker, CMFC® Financial Consultant lori.decker@lpl.com   A native of central Louisiana, Lori earned a bachelor's degree from the University of Louisiana Monroe in Finance and immediately started ...

Cindy Upton Peaslee

Operations Manager cynthia.peaslee@lpl.com Cindy joined UDB Financial in September 2006. She is the Office Administrator, handling internal administrative duties as well as Human Resources. Prior to coming to UDB, ...

Martha Bankston

Administrative Associate martha.bankston@lpl.com   Martha joined UDB Financial in September 2006. She is an Administrative Associate. She is responsible for all initial client contact, customer service, banking matters and ...

Heather Parker recently attended LPL Financial's FOCUS 2015,  the largest annual conference hosted by LPL.
 

• Heather Parker,

Client Services Associate

Press Releases
03
Aug
UDB Financial Attends National Financial Conference

UDB Financial recently attended LPL Financialís Focus 2015, one of the financial industryís premier events ...read more

06
Apr
UDB Financial Attends LPL Financial Masters 2015 Conference

Michael Upton, Jeff Draughon & Joey Bollinger from UDB Financial recently attended the LPL Financial ...read more

01
Mar
Michael Upton, Jeff Draughon & Joey Bollinger Recognized as Top Financial Advisors by LPL Financial

Michael Upton, Jeff Draughon & Joey Bollinger, independent financial advisors affiliated with LPL Financial at ...read more

News
  • Aug 03
    - UDB Financial Attends National Financial Conference
  • Apr 06
    - UDB Financial Attends LPL Financial Masters 2015 Conference
  • Mar 01
    - Michael Upton, Jeff Draughon & Joey Bollinger Recognized as Top Financial Advisors by LPL Financial

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

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