Judson Pyatt (CRD# 4294602) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Tullahoma, TN and has over 13 years of experience in the finance industry. Judson Pyatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6489973
State Farm Investment Management Corp.
CRD# 5299395
Financial Management Advisors, Inc.
CRD# 1068925
Financial Management Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Income Solutions | Murfreesboro, TN | Jan 2024 - Current | < 1 |
| Sound Income Strategies LLC | Fort Lauderdale, FL | Jan 2024 - Current | < 1 |
| Massmutual Life Insurance Company | Brentwood, TN | Oct 2019 - Jan 2024 | 4 |
| Mml Investors Services, LLC | Brentwood, TN | Nov 2019 - Dec 2023 | 4 |
| Guardian Life Insurance | Franklin, TN | Jan 2017 - Nov 2019 | 2 |
| Park Avenue Securities | Franklin, TN | Jan 2017 - Nov 2019 | 2 |
| Pyatt Financial Group | Franklin, TN | Apr 2014 - Dec 2016 | 2 |
| Nylife Securities LLC | Goodlettsville, TN | Aug 2009 - Dec 2016 | 7 |
| New York Life Insurance Company | Goodlettsville, TN | Dec 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
- TN
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
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