A mother and son who manage $175 million in assets in Oak Brook, Illinois, have switched their broker-dealer affiliation and custodial platform to LPL Financial from American Portfolios Financial Services.
Theresa M. Hannon and Kevin Hannon operate as the Hannon Financial Group. They will use the services of Professional Wealth Advisors, a large office of supervisory jurisdiction for LPL.
Theresa Hannon has 36 years of experience, according to her BrokerCheck report, and had been affiliated with American Portfolios since 2010. Kevin Hannon has five years of experience, all with American Portfolios.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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