Becky Lightman
Investment adviser representative at Bison Wealth, LLC
12 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Metric Financial LLCDec 2025 to now
- Bison Wealth, LLC.Oct 2024 to now
- Bison Advisors, LLC.Oct 2024 to Dec 2024
- Banyan Global Investment Advisors, LLC dba Lightman CapitalDec 2020 to Oct 2024
- UBS Financial ServicesMay 2019 to Dec 2020
- Northern TrustJun 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5373242
- Firm CRD
- 299805