Camille J. Bouvet

OATH PLANNING

San Diego, CA

CRD#: 6357464

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Professional summary

Camille Joanne Bouvet, CFP® is a registered financial advisor currently at OATH PLANNING, LLC located in San Diego, California.

Camille is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Camille has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camille Joanne Bouvet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 167641

SAN FRANCISCO, CA

Past

February 6, 2018 - October 22, 2021

ABD RETIREMENT SERVICES, INC.

RIA

CRD#: 167641

SAN FRANCISCO, CA

Past

June 3, 2017 - September 29, 2017

YESKE BUIE INC.

RIA

CRD#: 143234

VIENNA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OATH PLANNING, LLC

CRD#: 299187 / SEC#: 801-128168

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

Arkansas

Registered Investment Advisory firm - (6/26/2023 Terminated)

Colorado

Registered Investment Advisory firm - (6/23/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (6/22/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (6/22/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/22/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/10/2026)

IAR

Oklahoma
(2/10/2026)

IAR

Pennsylvania
(2/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/29/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/7/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OATH PLANNING, LLC

CRD#: 299187 / SEC#: 801-128168

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

Arkansas

Registered Investment Advisory firm - (6/26/2023 Terminated)

Colorado

Registered Investment Advisory firm - (6/23/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (6/22/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (6/22/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/22/2023 Terminated)

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Contact information

Main Address

1214 East 33rd Street, Tulsa, OK 74105

Mailing Address

Phone number

(888) 534-4330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OATH PLANNING FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts	1,104
AUM (Assets Under Management)	$ 284,681,416

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Camille J. Bouvet

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camille Joanne Bouvet's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROOT FINANCIAL PARTNERS

ALDRICH WEALTH LP

ORIGIN INVESTMENT ADVISORY LLC

ABD RETIREMENT SERVICES, INC.

ABD RETIREMENT SERVICES, INC.

YESKE BUIE INC.

Primary Firm SEC Registration

OATH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/29/2018

SIE

Date: 10/1/2018

Series 6

Date: 6/7/2018

Current Firm

OATH PLANNING, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OATH PLANNING, LLC

TRUST BUT VERIFY

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