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Becky Lightman

Investment Adviser Representative at BISON WEALTH, LLC

Delray Beach, FLCRD #5373242Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/2/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 8/4/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 1/3/2009
Series 7TO
General Securities Representative Examination
Passed 3/22/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/11/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

BISON Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

METRIC FINANCIAL, LLCCurrent
12/12/2025 – ATLANTA, GA
NORTHERN TRUST SECURITIES, INC.
7/18/2014 – 4/2/2019MIAMI, FL
CREDIT SUISSE SECURITIES (USA) LLC
6/30/2011 – 7/22/2014WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC.
5/7/2019 – 12/23/2020BOCA RATON, FL
J.P. MORGAN SECURITIES LLC
11/12/2008 – 7/8/2011MIAMI, FL

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Becky Lightman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.