William C. Ferber

LANDING POINT FINANCIAL GROUP

AVON, OH 44011

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CRD#: 6489496

Professional summary

William Campbell Ferber, who also goes by Bill Campbell Ferber, is a registered financial advisor currently at LANDING POINT FINANCIAL GROUP located in Avon, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Campbell Ferber

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.

1) Insurance. Not Investment Related. 616 Dover Center Road, Suite 101, Bay Village OH 44140. Insurance. Agent. Start 1/2020. 70 hours per month. Implementing insurance into practice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Campbell Ferber'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

January 9, 2025 - Present

LANDING POINT FINANCIAL GROUP

Office #1: 36901 American Way Suite 7, Avon, OH 44011

RIA

CRD#: 312978

AVON, OH

Past

April 6, 2023 - January 6, 2025

TRUE WEALTH DESIGN, LLC

RIA

CRD#: 143194

BAY VILLAGE, OH

Past

February 17, 2020 - May 16, 2023

STRATEGIC INVESTMENT SOLUTIONS, INC.

RIA

CRD#: 143128

Westlake, OH

Past

January 9, 2020 - March 15, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bay Village, OH

Past

September 23, 2015 - December 31, 2019

STRATOS WEALTH PARTNERS, LTD

RIA

CRD#: 153184

WESTLAKE, OH

Past

September 18, 2015 - December 31, 2019

LPL FINANCIAL LLC

CRD#: 6413

AVON, OH

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".

LANDING POINT FINANCIAL GROUP

DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP

CRD#: 312978 / SEC#: 801-121247

RIA

Registered Investment Advisory firm - (5/19/2021 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

Ohio
(1/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/18/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LANDING POINT FINANCIAL GROUP

DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP

CRD#: 312978 / SEC#: 801-121247

RIA

Registered Investment Advisory firm - (5/19/2021 Approved)

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Contact information

Main Address

36901 American Way Suite 7, Avon, OH 44011

Mailing Address

Phone number

(440) 365-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LANDING POINT FINANCIAL GROUP PART 2A FIRM BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,322
AUM (Assets Under Management)	$ 263,486,257

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.

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Advisor Monitoring

Firm Stability Insights

William C. Ferber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Campbell Ferber's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH DESIGN, LLC

STRATEGIC INVESTMENT SOLUTIONS, INC.

PURSHE KAPLAN STERLING INVESTMENTS

STRATOS WEALTH PARTNERS, LTD

LPL FINANCIAL LLC

Primary Firm SEC Registration

LANDING POINT FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2015

Series 63

Date: 9/30/2015

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 6

Date: 9/18/2015

Current Firm

LANDING POINT FINANCIAL GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANDING POINT FINANCIAL GROUP

TRUST BUT VERIFY

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