William Lee Friebel

Current Employers

Employment History

• 05/2006 → 12/2019
  Oppenheimerfunds Distributors, Inc.
  Centennial, CO
• 05/2019 → 12/2019
  Invesco Distributors, Inc.
  Houston, TX
• 01/2019 → 04/2021
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 01/2020 → 04/2021
  John Hancock
  Boston, MA
• 04/2021 → Present
  Lpl Financial Llc
  Des Peres, MO
• 04/2021 → 11/2022
  Cornerstone Wealth Management, Llc
  Des Peres, MO

Previous Registrations

• 2021-05-10 → 2023-04-26
  Cornerstone Wealth Management, Llc
  Des Peres, MO
  Des Peres, MO
• 2001-06-22 → 2003-10-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2001-06-22 → 2003-09-09
  John Hancock Investment Management Llc
  Ballwin, MO

Other Businesses

1) 5/3/2021 - WHWN LLC - Investment Related - 1343 Homestead Heights Dr., Wildwood, MO 63005 - Real Estate Rental - 2 Hours Per Month/0 Hours During Securities Trading. 2) 5/3/2021 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3) 5/28/2021 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Partner - Started 05/18/2021 - 5 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's 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. 4) 05/03/2023 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Partner - Start Date 05/03/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Cornerstone Wealth Management, LLC , an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-26
• S63 Uniform Securities Agent State Law Examination
  1998-10-15

Designations

Other Names

• Bill Friebel