Lynella Devillier, financial advisor Baton Rouge LA

Lynella Devillier

CRD Number: 1928450
Current Firm: Benedict Financial Planning

Lynella Devillier (CRD# 1928450) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Orion Communications, Inc. Lafayette, LA Jan 2017 - Current 5
B D Wealth Advisors Lafayette, LA Oct 2014 - Current 7
Thcv, LLC Horseshoe Bay, TX Aug 2013 - Current 9
Devillier Wealth Management, Inc. Lafayette, LA Jan 2013 - Current 9
United Planners' Financial Services Scottsdale, AZ Jun 2012 - Current 10
Benedict Wealth Management, Llc (dba)benedict Financial Planning Baton Rouge, LA Jun 2012 - Current 10
Lfl, LLC Layfayette, LA Apr 2011 - Current 11
Winbourne Ventures, LLC Lafayette, LA Apr 2011 - Current 11
Absolute Resources Lafayette, LA Apr 2011 - Current 11
Lynelle Devillier - Independent Insurance Lafayette, LA Oct 1988 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Lynella A. Devillier
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $405,666
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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Data verified by both the advisor and the public regulatory data.

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