Martin Wayne Pyle

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 05/2022
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → 05/2022
  Suntrust Advisory Services
  Atlanta, GA
• 05/2022 → Present
  Principal Securities Inc
  Pegram, TN
• 05/2022 → Present
  Principal Life Insurance Company
  Pegram, TN
• 06/2022 → Present
  Freedom Planning Partners
  Brentwood, TN

Previous Registrations

• 2016-09-14 → 2022-06-06
  Truist Advisory Services, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
• 2013-05-17 → 2016-12-31
  Truist Investment Services, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
• 2007-01-22 → 2013-05-20
  Edward Jones
  Nashville, TN

Other Businesses

**RIVERWOOD CHURCH OF CHRIST POSITION: Minister NATURE: Ministry INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/21/2016 ADDRESS: 1904 McGavock Pike, Nashville TN 37216, United States DESCRIPTION: I am the preaching minister at the congregation. I preach the Sunday morning sermon and teach a weekly class on Sunday and Wednesday nights. **OUTSIDE INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/06/2022 ADDRESS: 106 Riverbend Dr., Pegram TN 37143, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits. **FREEDOM PLANNING PARTNERS (DBA) POSITION: Financial Advisor NATURE: Insurance, and Annuities, Securities/Mutual Funds, Financial Planning, Fee Based Financial Planning, DI/A&H Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/06/2022 ADDRESS: 106 Riverbend Dr., Pegram TN 37143, United States DESCRIPTION: Will be working as a Financial Advisor with clients moving toward retirement in developing and implementing strategies to achieve their financial objectives. We strive to develop a comprehensive analysis and plan for both individuals and businesses. Insurance and securities can be a part of those recommendations. FCS agreements are also utilized.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-13
• S63 Uniform Securities Agent State Law Examination
  2005-08-12

Designations

• Certified Financial Planner