Dale Gerard Huber

Current Employers

Employment History

• 10/2007 → 07/2017
  National Planning Corporation
  Festus, MO
• 07/2017 → Present
  Lpl Financial, Llc
  St Charles, MO
• 07/2017 → Present
  Cornerstone Wealth Management, Llc
  St Charles, MO

Other Businesses

1. 07/11/2017 - DALE G. HUBER & ASSOCIATES, LLC/ NON-VARIABLE INSURANCE/ 10%/ ST CHARLES, MO 2. 07/11/2017 - E3 TAX/ TAX PREP, ACCOUNTING, CPA/ 15%/ ST CHARLES, MO 3. 07/11/2017 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ ST CHARLES, MO 4. 07/11/2017 - DALE G. HUBER & ASSOCIATES, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 100%/ ST CHARLES, MO 5. 07/11/2017 - O'NEAL TAX SERVICE/ TAX PREP, ACCOUNTING, CPA/ 15%/ ST CHARLES, MO 6. 01/08/2018 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/08/2017 - 160 Hours Per Month/0 Hours During Trading Securities - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity on 1/8/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 80 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-17
• S63 Uniform Securities Agent State Law Examination
  1996-11-01