Investment management & Financial consulting

UDB Financial

Resources

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.  For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.  A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security.  Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs.  They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning Magazine, 1996-2016, based on total revenue..
 

The companies listed below are separate
entities from LPL Financial.

Insurance

Mutual Funds

Annuities/Life Insurance

Retirement Plan Administration

  • Werntz & Associateswww.werntz.com
  • ARS Retirement Corporation800.256.4829

Real Estate Investments

Research

Outside Resources

Attorneys

CPAS

  • Susan BelgardCPA - 318.473.2637
  • Hebert & CarboCPA'S - 318.473.0074
  • Knight Masdenwww.knightmasden.com/
  • Julie OzsoyCPA - 337.462.0522

Live Your Life

Technology

Media

 


                                               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.