Becky Lightman is a registered investment advisor, based in Boca Raton, FL, with 17 years of industry experience.
Location
980 North Federal Highway, Suite 110, PMB 1081, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Becky holds a real estate license for personal investments and engages in paid speaking engagements on various topics, including finance. She is also a co-owner of CoolVu of Boca, Delray and Palm Beach, a window film franchise, but it is a passive investment.
Employment History
Current Registrations
Metric Financial, LLCBroker
Metric Financial, LLC
Bison Wealth, LLC
Previous Registrations
Banyan Global Investment Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northern Trust Securities, INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.