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RIA / WealthAdvisor37 years in industry

LYNELLA ANN DEVILLIER

Advisor at LEGACY WEALTH CONCEPTS

BATON ROUGE, LA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEGACY WEALTH CONCEPTS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jan 9, 1990
First registration: Jan 22, 2004
Dual registered: no
Other names: LYNELLA A DEVILLIER
IAPD individual key: 1928450

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEGACY WEALTH CONCEPTS	State registered	Sep 4, 2012	n/a	yes	BATON ROUGE, LA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 22, 2011	Jun 19, 2012	no	LAFAYETTE, LA	Previous registration
CUE FINANCIAL GROUP, INC.	Former SEC adviser	Mar 12, 2007	Dec 7, 2007	no	LAFAYETTE, LA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 22, 2004	Mar 19, 2007	no	LAFAYETTE, LA\|LAFAYETTE, LA\|DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	LEGACY WEALTH CONCEPTS	Jun 19, 2012	Sep 4, 2012	77	Firm change	Other
CUE FINANCIAL GROUP, INC.	LPL FINANCIAL LLC	Dec 7, 2007	Jun 22, 2011	1,293	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	CUE FINANCIAL GROUP, INC.	Mar 19, 2007	Mar 12, 2007	-7	Firm change	Other

Relationships

Registered with (4)

→ LEGACY WEALTH CONCEPTSRegistered adviserregistration: current employment
Sep 4, 2012 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 22, 2011 to Jun 19, 2012factForm ADV
→ CUE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Mar 12, 2007 to Dec 7, 2007factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 22, 2004 to Mar 19, 2007factForm ADV

Dated events

No dated event names this entity yet.