Helena DougallCRD Number: 6282926
Current Firm: Dunnavan & Company
Helena Dougall (CRD# 6282926) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|C.c. Dunnavan & Company||Minneapolis, MN||Dec 2013 - Current||4|
|Patina||St. Paul, MN||Apr 2013 - Oct 2013||< 1|
|Unemployed||Minneapolis, MN||Jun 2010 - Mar 2013||2|
|Augsburg College||Minneapolis, MN||Jul 2006 - May 2010||3|
Total Assets Under Management230MILLIONS
Total Number of Accounts187ACCOUNTS
Average Account Value$1,228,741
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IA, IL, MI, MN, NH, NY, TX, WA
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