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PP

Paul J. Puro

RHL GROUP
HOLLY, MI 48442
Some features on this profile are disabled
CRD#: 2797610
PP

Professional summary

Paul Joseph Puro, who also goes by Paul J Puro, is a registered financial advisor currently at RHL GROUP, LLC located in Holly, Michigan.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul J Puro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Puro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 21, 2024 - Present

RHL GROUP, LLC

Office #1: 115 Battle Alley, Holly, MI 48442
RIA
CRD#: 330716
HOLLY, MI
Past

June 24, 2014 - August 30, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
HOLLY, MI
Past

June 23, 2014 - August 30, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
HOLLY, MI
Past

May 13, 2014 - June 24, 2014

SPC

RIA
CRD#: 110692
HOLLY, MI
Past

April 15, 2013 - June 24, 2014

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
HOLLY, MI
Past

July 23, 2007 - October 13, 2011

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

June 14, 2006 - July 11, 2007

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DAVISON, MI
Past

June 24, 2004 - April 19, 2006

AUTO CLUB FUNDS, INC.

BD
CRD#: 10580
DEARBORN, MI
Past

September 17, 2001 - May 26, 2004

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 16, 1998 - May 22, 2001

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

April 16, 1998 - May 22, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

December 2, 1996 - February 2, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RG
RHL GROUP, LLC
RHL GROUP, LLC

CRD#: 330716 / SEC#: 801-130874

RIA
Registered Investment Advisory firm - (8/9/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(8/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/29/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RG
RHL GROUP, LLC
RHL GROUP, LLC

CRD#: 330716 / SEC#: 801-130874

RIA
Registered Investment Advisory firm - (8/9/2024 Approved)
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Contact information

Main Address
115 Battle Alley, Holly, MI 48442
Mailing Address
Phone number
(248) 634-7720
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RHL GROUP ADV PART 2A (2/8/2026)

Regulatory assets under management

Total Number of Accounts878
AUM (Assets Under Management)$ 155,145,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RHL GROUP, LLC

CRD#: 330716Holly, MI 48442

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