Benjamin Souza, financial advisor Lehi UT

Benjamin Souza

CRD Number: 7521307
Current Firm: Provident Living Financial Services

Benjamin Souza (CRD# 7521307) is an Investment Advisor Representative working at Provident Living Financial Services in Lehi, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Provident Living Financial Services Lehi, UT Mar 2022 - Current 1
Souza Enterprises, LLC Provo, UT Feb 2022 - Current 1
Full Time Student Provo, UT Mar 2012 - Mar 2022 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Benjamin L. Souza
Phone Number: 801-753-5639
Registered State(s):
  • CA
  • ID
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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