Lynella Devillier
Lynella Devillier is a registered investment advisor at Legacy Wealth Concepts, based in Baton Rouge, LA, with 33 years of industry experience. Lynella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 151 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Benedict Wealth Management manages investment portfolios for a fee ranging from 0.25% to 1.25% per year, charged quarterly. The minimum account size is generally $250,000.
Location
17461 Jefferson Hwy., Suite B, Baton Rouge, LA, 70817
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2007Other Business ActivitiesSells Insurance
Lynella is an independent insurance agent since 1988. She also has ownership in several real estate rental companies and holding companies, as well as a strategy advisor for a workforce management software developer.
Employment History
Current Registrations
Legacy Wealth Concepts
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
LPL Financial LLC
LPL Financial LLCBroker
Phoenix Equity Planning CorporationBroker
Phoenix Equity Planning CorporationBroker
Cue Financial Group, INC.Broker
Cue Financial Group, INC.
NFP Securities, INC.Broker
NFP Securities, INC.
United Planners' Financial Services of America a Limited PartnerBroker
Intersecurities, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Brokers Transaction Services, INC.Broker
Prudential Securities IncorporatedBroker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.