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Joey Bollinger, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Joey Bollinger

MBA, AAMS

Financial Advisor

Managing Director
UDB Financial
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • Series 65
  • Series 63
  • Series 31
  • Series 7
  • Series 51
  • Series 21

Education

  • Master of Business Administration, Northwestern State University, Natchitoches, LA 1987
  • Bachelor's Degree in Accounting, Louisiana College, Pineville, LA 1983

Awards & recognition

  • Ameriprise Circle of Success, 2020-2023
  • UDB Financial, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Financial Consultant, UDB Financial, Alexandria, LA, 2003-2019, 16 Years

Community participation

National Day of Service

  • Greater Vernon Chamber of Commerce
  • Leesville Lions Club

Interests

I enjoy spending time with my family, traveling, fly fishing & golfing.