Camille Joanne Bouvet
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Oath Planning, LLCJan 2025 to now
- Root Financial Partners, LLCApr 2025 to Sep 2025
- Aldrich Wealth LPJan 2024 to Jan 2025
- Origin FinancialNov 2021 to Jan 2024
- Abd Insurance & Financial ServicesJan 2018 to Oct 2021
- Newfront InsuranceJan 2018 to Oct 2021
- Abd Retirement Services, Inc.Jan 2018 to Oct 2018
- UnemployedOct 2017 to Jan 2018
- Yeske Buie Inc.Jun 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, OK, PA).
Oath Planning, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6357464
- 299187