Camille
Bouvet
Root Financial Partners
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About this Advisor
Camille Bouvet is a financial advisor based in San Diego, California, working with Root Financial Partners. Camille has previously held positions at Yeske Buie Inc, Abd Retirement Services, Inc, Abd Insurance & Financial Services, Newfront Insurance, Origin Financial, Aldrich Wealth Lp, and Root Financial Partners, LLC. Camille has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Camille is part of Root Financial Partners, which has 40 employees and manages assets totaling $1.1 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$1,106,417,268
40
2,597
$426,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Camille Bouvet Work History
Root Financial Partners, LLC
Aldrich Wealth Lp
Origin Financial
Abd Retirement Services, Inc
Abd Insurance & Financial Services
Newfront Insurance
Yeske Buie Inc
Disclosures
Please visit the SEC profile of Camille Bouvet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Root Financial Partners
San Diego, CA
Encinitas, CA
Encinitas, CA
Encinitas, CA
Port Townsend, WA
Middletown, DE
Encinitas, CA
Mckinney, TX
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