Lijuan
Grunnagle
Pruco Securities, LLC
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About this Advisor
Lijuan Grunnagle is a financial advisor based in Mercer Island, Washington, working with Pruco Securities, LLC. Lijuan has previously held positions at H&R Block, Oak Patch Gift LLC, Internal Revenue Service, Country Financial, Bankers Life & Casualty, Bankers Life Advisory Services, Inc, Bankers Life & Casualty, Inc, H & R Block, Bonin Kaster Sounder Cpa, Bankers Life Securities, Inc, Pruco Securities LLC, Isler Cpa, and Axa Advisors, LLC. Lijuan has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Lijuan is part of Pruco Securities, LLC, which operates out of Mercer Island, Washington. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$16,378,802,331
2,700
113,575
$144,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Lijuan Grunnagle Work History
Pruco Securities LLC
H&R Block
Isler Cpa
Bankers Life & Casualty, Inc
H & R Block
Bankers Life Securities, Inc
Bonin Kaster Sounder Cpa
Bankers Life & Casualty
Bankers Life Advisory Services, Inc
H & R Block
Country Financial
H & R Block
Axa Advisors, LLC
H&R Block
Oak Patch Gift LLC
Internal Revenue Service
Disclosures
Please visit the SEC profile of Lijuan Grunnagle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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