Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
43yrs
William Ferry has worked in the financial industry for 43 years and is a fiduciary financial advisor based in St. Louis, Missouri. William has been with LPL Financial since 2025; before that, William spent ten years at Benjamin F. Edwards & Company and seven years at Oppenheimer & Co.. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in St. Louis
Office8860 Ladue Road Suite 230, St. Louis, MO 63124
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowLPL Financial LLCCurrent firm
- 2016 – 2025Benjamin F. Edwards & Company, Inc.Previously
- 2008 – 2016Oppenheimer & Co. Inc.Previously
Contact William
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for William. 8860 Ladue Road Suite 230St. Louis, MO 63124Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call LPL Financial at (704) 733-3300 and ask for William Ferry. William works from the St. Louis, MO office.
How long has William been a financial advisor?
William has been in the industry since 1983, about 43 years. Top 1% by experience in St. Louis.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
JAG Capital Management
47yrs
Top advisor by experience at JAG Capital Management
Mutual of Omaha Investor Services
47yrs
Top advisor by experience at Mutual of Omaha Investor Services
Huntleigh Advisors
47yrs
Top 1% by experience in St. Louis
Huntleigh Advisors
47yrs
Top 1% by experience in St. Louis
Huntleigh Advisors
47yrs
Top 1% by experience in St. Louis