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Donald Robert Genord III

Investment Adviser Representative at LEVEL FOUR ADVISORY SERVICES

Bloomfield Hills, MICRD #5307702Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
18 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
AlabamaArizonaArkansasCaliforniaColoradoDistrict of ColumbiaFloridaGeorgiaMassachusettsMichiganNevadaNew YorkNorth CarolinaOhioSouth CarolinaTexasWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/27/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 8/29/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/16/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $40,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Level FOUR Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LEVEL FOUR ADVISORY SERVICESCurrent
4/1/2024Bloomfield Hills, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
1/15/20194/2/2024Bloomfield Hills, MI
FSC SECURITIES CORPORATION
3/2/20171/22/2019Bloomfield Hills, MI
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
1/11/20123/2/2017Bloomfield Hills, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Robert Genord III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.