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

Financial Consultant stanley.bollinger@lpl.com   ...

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

Sam Marino,  AIF® Partner & 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 ...

Bradley Secrest

Financial Consultant bradley.secrest@lpl.com Bradley Secrest joined the UDB Financial team in July 2015. He graduated from LSU in May 2015 with an undergraduate degree in Finance. Bradley was ...

Monica Meche

Client Services Associate monica.meche@lpl.com Monica joined UDB Financial in February 2010. She is responsible for operational, administrative duties and customer service in the Baton Rouge office. Prior to ...

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 ...


                                               Congratulations!!  Best Financial Advisor-Cenla s Choice Awards 2017
Given by The Town Talk (Award based on online votes)

• Michael Upton, AAMS, AIF®,

Financial Consultant

Press Releases
31
Aug
UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE

Michael Upton, Jeff Draughon, Brian Flynn, Lori Decker, Brad Secrest & Chris Daigrepont from UDB ...read more

27
Jul
Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International (BMDMI)

Jeff Draughon, owner/financial consultant for UDB Financial, and a volunteer for Baptist Medical Dental Mission ...read more

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

News
  • Aug 31
    - UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE
  • Jul 27
    - Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International (BMDMI)
  • Mar 24
    - JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

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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.