Lynella Ann Devillier
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lynella A Devillier
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Contact Information
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Disclosures on record.
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Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BENEDICT FINANCIAL PLANNING | LEGACY WEALTH CONCEPTS | BOZEMAN BENEDICT & ASSOCIATES, INC | BENEDICT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817Mailing Address
17461 Jefferson Hwy. Ste. B, Baton Rouge, LA 70817Phone Number
(225) 766-9506# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
151AUM (Assets Under Management)
$64,803,879Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/5/2012)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Feb 1990About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lynella Ann Devillier's CRS (Customer Relationship Summary).
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