Becky Lightman (CRD# 5373242) is an Investment Advisor Representative working at Banyan Global Investment Advisors, LLC in Boca Raton, FL and has over 15 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Banyan Global Investment Advisors, Llc Dba Lightman Capital | Boca Raton, FL | Dec 2020 - Current | 3 |
| Ubs Financial Services | West Palm Beach, FL | May 2019 - Dec 2020 | 1 |
| Northern Trust | Boca Raton, FL | Jun 2014 - May 2019 | 4 |
| Credit Suisse Securities (usa) LLC | Palm Beach, FL | Jun 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- FL
-
Total Assets Under Management168MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$1,121,209
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NH, NJ, NY, PA, TX
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