Investment management & Financial consulting

UDB Financial

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About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com

 

The companies listed below are separate
entities & not endorsed by LPL Financial.

Mutual Funds

Annuities/Life Insurance

Retirement Plan Administration

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

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

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Technology

Media

 


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

• Ann Murray,

Client Services Associate

Press Releases
31
Aug
UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE

Alexandria, LA — August, 2018 — Michael Upton, Jeff Draughon, Sam Marino, Lori Decker, Brian ...read more

02
Apr
JOEY BOLLINGER & JEFF DRAUGHON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

April, 2018 — Joey Bollinger & Jeff Draughon, independent LPL Financial advisors at UDB Financial ...read more

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 ...read more

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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