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02
Apr

MICHAEL UPTON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

 April, 2018 — Michael Upton, an independent LPL Financial advisor at UDB Financial, today announced his inclusion in LPL’s Patriots Club. This premier award is presented to less than 8% of the firm’s approximately 15,000 advisors nationwide.

“On behalf of LPL, I congratulate Michael said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. Michael has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Michael for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL. We wish him continued success.”  

Michael Upton has been providing financial services to clients for 24 years.  Upton provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice. 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.


LPL.com / NASDAQ: LPLA


 *Based on total revenues, Financial Planning magazine June 1996-2017

 Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.

News Archive


      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

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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