Helena Natalia Dougall
Investment adviser representative at Dunnavan & Co.
13 yearsExperience
1 stateRegistered in
$392.7MFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Dunnavan & Co.Jan 2014 to now
- C.C. Dunnavan & Co.Dec 2013 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dunnavan & Co.
Legal name: C. C. Dunnavan & Co., Inc.
$392.7MAssets managed
231Clients
4Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6282926
- Firm CRD
- 109058