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.
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
CRD# 2588417
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Communications, Inc. | Lafayette, LA | Jan 2017 - Current | 7 |
| B D Wealth Advisors | Lafayette, LA | Oct 2014 - Current | 9 |
| Thcv, LLC | Horseshoe Bay, TX | Aug 2013 - Current | 10 |
| Devillier Wealth Management, Inc. | Lafayette, LA | Jan 2013 - Current | 11 |
| United Planners' Financial Services | Scottsdale, AZ | Jun 2012 - Current | 11 |
| Benedict Wealth Management, Llc (dba)benedict Financial Planning | Baton Rouge, LA | Jun 2012 - Current | 11 |
| Lfl, LLC | Layfayette, LA | Apr 2011 - Current | 13 |
| Winbourne Ventures, LLC | Lafayette, LA | Apr 2011 - Current | 13 |
| Absolute Resources | Lafayette, LA | Apr 2011 - Current | 13 |
| Lynelle Devillier - Independent Insurance | Lafayette, LA | Oct 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management57MILLIONS
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Total Number of Accounts330ACCOUNTS
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Average Account Value$172,090
- A percentage of assets under your management
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LA, TX
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