Lijuan
Grunnagle

Pruco Securities, LLC

CRD#4599911
Investment Advisor
in Mercer Island, WA

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7525 Se 24Th Street Suite 110
Mercer Island, WA 98040

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

WA Average: $10,121,009,343
Total Number of Employees

2,700

WA Average: 92
Total Number of Accounts

113,575

WA Average: 6,978
Average Account Size

$144,211

WA Average: $1,450,417

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

2024 - Present (0 year)

Pruco Securities LLC

2024 - Present (0 year)

H&R Block

2023 - Present (1 year)

Isler Cpa

2021 - 2022 (1 year)

Bankers Life & Casualty, Inc

2021 - 2021 (< 1 year)

H & R Block

2021 - 2022 (1 year)

Bankers Life Securities, Inc

2020 - 2021 (1 year)

Bonin Kaster Sounder Cpa

2019 - 2019 (< 1 year)

Bankers Life & Casualty

2019 - 2019 (< 1 year)

Bankers Life Advisory Services, Inc

2019 - 2020 (1 year)

H & R Block

2018 - 2018 (< 1 year)

Country Financial

2018 - 2019 (1 year)

H & R Block

2017 - 2017 (< 1 year)

Axa Advisors, LLC

2016 - 2023 (7 years)

H&R Block

2016 - 2016 (< 1 year)

Oak Patch Gift LLC

2006 - 2016 (10 years)

Internal Revenue Service

Created with Highcharts 6.0.7

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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