Lynella A. Devillier

LEGACY WEALTH CONCEPTS

Baton Rouge, LA 70817

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CRD#: 1928450

Professional summary

Lynella Ann Devillier, who also goes by Lynella A Devillier, is a registered financial advisor currently at LEGACY WEALTH CONCEPTS located in Baton Rouge, Louisiana.

Lynella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Lynella has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynella A Devillier

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)BENEDICT WEALTH MANAGEMENT, LLC (DBA)BENEDICT FINANCIAL PLANNING - INVESTMENT ADVISORY SERVICES - OFFICE OF CARL BENEDICT - BATON ROUGE, LA - SINCE 06/2012. - INVESTMENT RELATED.--- 2)LYNELLA DEVILLIER - INDEPENDENT INSURANCE - AGENT - LAFAYETTE, LA - SINCE 10/1988- INVESTMENT RELATED--- 3)WINBOURNE VENTURES, LLC - OWNER - REAL ESTATE RENTAL - LAFAYETTE, LA - SINCE 04/2011- INVESTMENT RELATED--- 4)LFL, LLC- REAL ESTATE RENTAL, OWNER - REAL ESTATE RENTAL - LAFAYETTE, LA - SINCE 04/2011 - INVESTMENT RELATED--- 5)ABSOLUTE RESOURCES - OWNER - REAL ESTATE RENTAL - LAFAYETTE, LA - SINCE 04/2011 - INVESTMENT RELATED--- 6)THCV, LLC - MEMBER/OWNER - HOLDING COMPANY FOR INVESTMENT REAL ESTATE - SINCE 08/2013 - HORSESHOE BAY TX - INVESTMENT RELATED--- 7)DEVILLIER WEALTH MANAGEMENT, INC. - OWNER - HOLDING COMPANY RELATED TO LEGAL, TAX & ACCOUNTING PURPOSES - SINCE 01/2013- LAFAYETTE LA - NOT INVESTMENT RELATED--- 8)BD WEALTH ADVISORS - CO-OWNER - DBA FOR MARKETING AND LEGAL PURPOSE - SINCE 10/2014 - LAFAYETTE LA - NOT INVESTMENT RELATED. 9)ORION COMMUNICATIONS, INC. - strategy advisor - Workforce management software developer for first responders, municipal governments, police, fire, court systems. - NOT INVESTMENT RELATED - 01/01/2017 - Lafayette LA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynella Ann Devillier's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2012 - Present

LEGACY WEALTH CONCEPTS

Office #1: 17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817

RIA

CRD#: 117422

Baton Rouge, LA

Past

June 8, 2012 - December 31, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

BATON ROUGE, LA

Past

June 22, 2011 - June 19, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

LAFAYETTE, LA

Past

May 13, 2011 - June 19, 2012

LPL FINANCIAL LLC

CRD#: 6413

LAFAYETTE, LA

Past

February 4, 2009 - April 28, 2009

AXCELUS FINANCIAL DISTRIBUTION COMPANY

CRD#: 38383

PHILADELPHIA, PA

Past

October 19, 2007 - February 4, 2009

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

March 12, 2007 - December 7, 2007

CUE FINANCIAL GROUP, INC.

RIA

CRD#: 21033

LAFAYETTE, LA

Past

March 12, 2007 - December 7, 2007

CUE FINANCIAL GROUP, INC.

CRD#: 21033

LAFAYETTE, LA

Past

February 19, 2004 - March 19, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

LAFAYETTE, LA

Past

January 22, 2004 - March 19, 2007

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

LAFAYETTE, LA

Past

January 30, 1998 - December 31, 2002

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

April 3, 1996 - January 29, 1998

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

March 1, 1996 - April 30, 1996

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

November 12, 1993 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

Past

July 27, 1993 - November 15, 1993

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

May 15, 1992 - July 9, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 22, 1989 - June 3, 1992

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(9/5/2012)

IAR

Texas
(9/4/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/9/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/1992

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/8/1990

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/21/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/1994

General Securities Principal Examination

Current Firm

LEGACY WEALTH CONCEPTS

BENEDICT FINANCIAL PLANNING | LEGACY WEALTH CONCEPTS | BOZEMAN BENEDICT & ASSOCIATES, INC | BENEDICT WEALTH MANAGEMENT, LLC

CRD#: 117422 / SEC#:

Louisiana

Registered Investment Advisory firm - (1/31/2002 Approved)

Texas

Registered Investment Advisory firm - (8/31/2012 Conditional Restricted)

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Contact information

Main Address

17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817

Mailing Address

17461 Jefferson Hwy. Ste. B, Baton Rouge, LA 70817

Phone number

(225) 766-9506

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 64,803,879

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lynella A. Devillier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynella Ann Devillier's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AXCELUS FINANCIAL DISTRIBUTION COMPANY

VP DISTRIBUTORS LLC

CUE FINANCIAL GROUP, INC.

CUE FINANCIAL GROUP, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

TRANSAMERICA FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

MOMENTUM INDEPENDENT NETWORK INC.

PRUDENTIAL EQUITY GROUP, LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2011

Series 63

Date: 1/9/1990

SIE

Date: 12/31/2017

Series 7

Date: 7/10/1992

Series 22

Date: 2/8/1990

Series 6

Date: 3/21/1989

Series 24

Date: 5/10/1994

Current Firm

LEGACY WEALTH CONCEPTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH CONCEPTS

TRUST BUT VERIFY

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