Investment management & Financial consulting

UDB Financial

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Investment Management

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in any market condition. Once your plan has been implemented, we closely monitor your portfolio, rebalancing or reallocating funds* when necessary to maintain a course of action appropriately aligned with your objectives.
 

 *Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss


                                               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

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.