Lynella Ann Devillier

Employer firm

Legacy Wealth Concepts CRD 117422

$64.8M regulatory AUM 151 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Lpl Financial Llc
  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

• S66 Uniform Combined State Law Examination
  2011-10-11
• S63 Uniform Securities Agent State Law Examination
  1990-01-09

Other Names

• Lynella A Devillier