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Lynella Ann Devillier

Legacy Wealth Concepts

Baton Rouge, LA

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Current Employers
Legacy Wealth Concepts

17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-09-05
TX RA APPROVED_RES 2012-09-04
  • LA RA
    APPROVED
    Since 2012-09-05
  • TX RA
    APPROVED_RES
    Since 2012-09-04

Branch Locations

17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 06/2012 Present
Lfl, Llc Layfayette LA 04/2011 Present
Winbourne Ventures, Llc Lafayette LA 04/2011 Present
Absolute Resources Lafayette LA 04/2011 Present
Lynelle Devillier - Independent Insurance Lafayette LA 10/1988 Present
Benedict Wealth Management, Llc (Dba)Benedict Financial Planning Baton Rouge LA 06/2012 Present
Thcv, Llc Horseshoe Bay TX 08/2013 Present
Devillier Wealth Management, Inc. Lafayette LA 01/2013 Present
B D Wealth Advisors Lafayette LA 10/2014 Present
Orion Communications, Inc. Lafayette LA 01/2017 Present
  • 06/2012 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 04/2011 → Present
    Lfl, Llc
    Layfayette, LA
  • 04/2011 → Present
    Winbourne Ventures, Llc
    Lafayette, LA
  • 04/2011 → Present
    Absolute Resources
    Lafayette, LA
  • 10/1988 → Present
    Lynelle Devillier - Independent Insurance
    Lafayette, LA
  • 06/2012 → Present
    Benedict Wealth Management, Llc (Dba)Benedict Financial Planning
    Baton Rouge, LA
  • 08/2013 → Present
    Thcv, Llc
    Horseshoe Bay, TX
  • 01/2013 → Present
    Devillier Wealth Management, Inc.
    Lafayette, LA
  • 10/2014 → Present
    B D Wealth Advisors
    Lafayette, LA
  • 01/2017 → Present
    Orion Communications, Inc.
    Lafayette, LA
Previous Registrations
  • 2011-06-22 → 2012-06-19
    Lafayette, LA
  • 2007-03-12 → 2007-12-07
    Cue Financial Group, Inc.
    Lafayette, LA
  • 2004-01-22 → 2007-03-19
    Kestra Investment Services, Llc
    Lafayette, LA
    Lafayette, LA
    Dallas, TX
    Dallas, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-11
S63 Uniform Securities Agent State Law Examination 1990-01-09
  • S66 Uniform Combined State Law Examination
    2011-10-11
  • S63 Uniform Securities Agent State Law Examination
    1990-01-09
Other Names
  • Lynella A Devillier

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