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The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific

July 9th 2012: Bridging the Gap Between Consumers and Financial Advisors

Our guests today, financial services and database veterans Nicholas Stuller, CEO, and Gary Liberman, CFO, co-founded AdviceIQ in 2010 to bridge the gap between consumers and financial advisors. AdviceIQ is an online directory of trusted financial advisors and a publisher of syndicated editorial content and geo targeted advisor rankings. AdviceIQ is designed for consumers who want to better understand and leverage the services of a financial advisor. AdviceIQ is the only directory that performs advisor due diligence across all four primary U.S. regulators, and only those advisors with pristine

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Featured Guests

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T. Gary Liberman

Gary possesses a 17 year career in money management and technology investing. Prior to AdviceIQ, Gary spent 13 years as Fund Manager and Head of Technology Equity Research with JP Morgan Investment Management. Previously he was a technology analyst with Salomon Brothers. Gary was a public accountant with Arthur Andersen & Co. and holds the CPA and CFA designations.
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Nicholas W. Stuller

Nick is a 24 year Wall Street veteran, having spent 20 of those years supporting advisors and institutions. He is considered one of the foremost authorities on financial advisor databases. His most recent seven years were spent as Founding Employee and CEO of Discovery Databases, where he built and managed an industry dominant advisor directory. Prior to Discovery, Nick held senior business development roles at National Regulatory Services (a division of Thomson Financial), as well as TD Ameritrade. He started his career as a registered representative with Smith Barney.
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