linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Becky Lightman

Bison Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Becky? Claim Your Profile

About Becky Lightman

Becky Lightman is a financial advisor currently working with Bison Advisors, specializing in portfolio management for individuals and businesses. Becky has experience in providing financial planning, pension consulting, and educational seminars. Becky has been in the industry since 2008 and has a diverse background, having previously worked with firms like UBS Financial Services Inc., Northern Trust Securities, Inc., Credit Suisse Securities (USA) LLC, and J.P. Morgan Securities LLC.

Firm Information

Becky Lightman is currently registered with Bison Advisors. Bison Advisors is an investment advisory firm based in HARTWELL, GA, with approximately $1 billion - $10 billion in assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Bison Advisors serves a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. They have a team of 45 licensed agents, 66 investment adviser representatives, and 14 registered representatives.
Bison Advisors

122 W. FRANKLIN ST.

HARTWELL, GA 30643

$2.75B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Becky Lightman’s Registration & Firm History

FL

10/08/2024 - Present

Bison Advisors (Boca Raton FL)

FL

05/07/2019 - 12/23/2020

UBS FINANCIAL SERVICES INC. (BOCA RATON FL)

FL

07/18/2014 - 04/02/2019

NORTHERN TRUST SECURITIES, INC. (MIAMI FL)

FL

06/30/2011 - 07/22/2014

CREDIT SUISSE SECURITIES (USA) LLC (WEST PALM BEACH FL)

FL

11/12/2008 - 07/08/2011

J.P. MORGAN SECURITIES LLC (MIAMI FL)

Not sure if Becky Lightman is right for you?

Licenses & Designations

BOTH

Issued 08/02/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/04/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Becky Lightman.
Not sure if Becky Lightman is right for you?