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Becky Lightman
BISON WEALTH
DELRAY BEACH, FL
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CRD#: 5373242
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Professional summary
Becky Lightman is a registered financial advisor currently at BISON WEALTH, LLC located in Delray Beach, Florida and METRIC FINANCIAL, LLC located in Atlanta, Georgia.
Becky is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Becky has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Becky Lightman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 8, 2024 - Present
BISON WEALTH, LLC
Office #2: 980 North Federal Highway Suite 110, Pmb 1081, Boca Raton, FL 33432RIA
CRD#: 299805
DELRAY BEACH, FL
Current
December 12, 2025 - Present
METRIC FINANCIAL, LLC
Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309BD
CRD#: 33324
Atlanta, GA
Past
January 13, 2021 - October 8, 2024
BANYAN GLOBAL INVESTMENT ADVISORS, LLC
RIA
CRD#: 283264
BOCA RATON, FL
Past
August 28, 2019 - December 23, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BOCA RATON, FL
Past
May 7, 2019 - December 23, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BOCA RATON, FL
Past
July 18, 2014 - April 2, 2019
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
MIAMI, FL
Past
August 8, 2011 - July 22, 2014
CREDIT SUISSE SECURITIES (USA) LLC
RIA
CRD#: 816
WEST PALM BEACH, FL
Past
June 30, 2011 - July 22, 2014
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
WEST PALM BEACH, FL
Past
November 12, 2008 - July 8, 2011
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
MIAMI, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(10/8/2024)
RR
Florida(12/12/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
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Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
