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.
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