DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Lynella Ann Devillier
Feed of 09/14/2026
Also filed as Lynella A Devillier
At current firm
14 y
since Sep 4, 2012
In the industry
37 y
since Oct 1, 1988 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Legacy Wealth Concepts state registered currentsince Sep 4, 2012 · Baton Rouge, La
- LPL Financial LLC BD affiliatedJun 22, 2011 to Jun 19, 2012 · Lafayette, La
- Cue Financial Group, Inc. formerMar 12, 2007 to Dec 7, 2007 · Lafayette, La
- Nfp Advisor Services, LLC formerJan 22, 2004 to Mar 19, 2007 · Lafayette, La
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Legacy Wealth Conceptsleft Jun 19, 2012, registered Sep 4, 2012 (77 days) · Other
- Cue Financial Group, Inc. to LPL Financial LLCleft Dec 7, 2007, registered Jun 22, 2011 (1293 days) · Other
- Nfp Advisor Services, LLC to Cue Financial Group, Inc.left Mar 19, 2007, registered Mar 12, 2007 (-7 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address