Benedict Financial Planning

Benedict Financial Planning (CRD# 117422) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $56,789,858 in 330 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17461 Jefferson Hwy., Suite B, Baton Rouge, LA 70817
http://www.legacywealthconcepts.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $172,090
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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Benedict Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Lynella Devillier, financial advisor Baton Rouge LA
Lynella A. Devillier
CRD#: 1928450
17461 Jefferson Hwy., Suite B, Baton Rouge, LA 70817

Lynella Devillier (CRD# 1928450) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 34 years of experience in the finance industry.

2
Carl Benedict, financial advisor Baton Rouge LA
Carl W. Benedict
CRD#: 1178319
17461 Jefferson Hwy., Suite B, Baton Rouge, LA 70817

Carl Benedict (CRD# 1178319) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 36 years of experience in the finance industry.

3
Alan Stephenson, financial advisor West Monroe LA
Alan H. Stephenson
CRD#: 3097099
216 Bell Ln, West Monroe, LA 71291

Alan Stephenson (CRD# 3097099) is an Investment Advisor Representative working at Benedict Financial Planning in West Monroe, LA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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