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31
Aug

UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE




Alexandria, LA — August, 2018 —Michael Upton, Jeff Draughon, Sam Marino, Lori Decker, Brian Flynn, & Brad Secrest from UDB Financial recently attended LPL Financial’s Focus 2018 conference, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL.

 

Held in Boston, more than 3,000 independent financial advisors attended Focus to learn new strategies and skills, hear from industry leaders on a variety of topics, network with peers and discuss trends in the financial advice space.

 

“As an advisor, I am interested in best practices and insights on new developments to be able to better serve clients,” said Upton “Attending LPL’s Focus conference allowed me to network and hear from some of the brightest advisors and experts in the industry on relevant challenges and opportunities facing financial services today. I am looking forward to taking this experience back to my practice to provide further value to my clients.”   

 

Upton is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to serve their clients’ financial lives. 

 

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.


 

*Based on total revenues, Financial Planning magazine, June 1996-2018




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




 





 





 




News Archive


      UDB Financial would like to welcome Ann Murray.  Ann is a client services associate in our Alexandria office.

• Ann Murray,

Client Services Associate

News
  • Aug 31
    - UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE
  • 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

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

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