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Lynella Devillier

Legacy Wealth Concepts
33 Years of Experience
Baton Rouge, LA
1 DisclosureSells Insurance
View SEC Summary
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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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 151 clients with $65M in assets under management.

Legacy Wealth Concepts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
151 clients
Average Client Portfolio
$429K average
Assets Under Management
$64.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees range from 0.25% to 1.25% annually and are negotiable. Billed quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2007
View Full SEC ReportHow to Read Disclosures
Other 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
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
June 2012 - December 2017 · 5 yrs 6 mos
LPL Financial LLC
June 2011 - June 2012 · 1 yr
LPL Financial LLCBroker
May 2011 - June 2012 · 1 yr 1 mo
Phoenix Equity Planning CorporationBroker
February 2009 - April 2009 · 2 mos
Phoenix Equity Planning CorporationBroker
October 2007 - February 2009 · 1 yr 4 mos
Cue Financial Group, INC.Broker
March 2007 - December 2007 · 9 mos
Cue Financial Group, INC.
March 2007 - December 2007 · 9 mos
NFP Securities, INC.Broker
February 2004 - March 2007 · 3 yrs 1 mo
NFP Securities, INC.
January 2004 - March 2007 · 3 yrs 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 1998 - December 2002 · 4 yrs 11 mos
Intersecurities, INC.Broker
April 1996 - January 1998 · 1 yr 9 mos
MML Investors Services, INC.Broker
March 1996 - April 1996 · 1 mo
G. R. Phelps & CO., INC.Broker
November 1993 - March 1996 · 2 yrs 4 mos
Brokers Transaction Services, INC.Broker
July 1993 - November 1993 · 4 mos
Prudential Securities IncorporatedBroker
May 1992 - July 1993 · 1 yr 2 mos
Nylife Securities INC.Broker
March 1989 - June 1992 · 3 yrs 3 mos
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.
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