Benjamin Lee Souza
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCAug 2026 to now
- Tfcu Financial Advisors/tinker Financial Services LLCJul 2025 to now
- Tinker Federal Credit UnionJul 2025 to now
- Raymond James Financial Services Advisors, Inc.Aug 2025 to Aug 2026
- Raymond James Financial Services, Inc.Aug 2025 to Aug 2026
- Slate River FinancialJan 2025 to Jun 2025
- Souza Family Enterprises, LLCFeb 2023 to Apr 2025
- Provident Living Financial ServicesMar 2022 to Feb 2024
- Souza Enterprises, LLCFeb 2021 to Jan 2023
- Provident Living Financial ServicesSep 2020 to Feb 2022
- Aptive Environmental, LLCMay 2020 to Aug 2020
- Elite Warranty, Inc.Feb 2019 to Apr 2020
- FlooringJul 2018 to Aug 2018
- Baskin RobbinsMay 2018 to Jun 2018
- Brigham Young UniversityAug 2015 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7521307
- Firm CRD
- 6363