Primerica Advisors
43yrs
Top advisor by experience in Largo
11yrs
Eric Powell
Full name on record: Eric Wayne Powell
Financial advisor at Steward Partners Investment Advisory
Eric Powell is a fiduciary financial advisor in Largo, Florida, with 11 years in the industry. After four years at Jazz Wealth Managers and five years at Rightplan Financial, Eric joined Steward Partners Investment Advisory in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Steward Partners Investment Advisory reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Largo, and one of 66 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2300 Tall Pine Drive, Largo, FL 33771
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$831,870
Advisors at the firm477
States licensed ?2 states
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2022 – 2026Jazz Wealth Managers, Inc.Previously
- 2018 – 2023Rightplan FinancialPreviously
- Jun 2017 – Jul 2018Core Wealth Advisors, Inc.Previously
- Sep 2015 – May 2017Thrivent Investment Management Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for Eric Powell. Eric works from the Largo, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
42yrs
Top 2% by experience in Florida
Raymond James Financial Services Advisors
40yrs
Top 4% by experience in Largo
Wells Fargo Advisors
40yrs
Top 4% by experience nationwide
The Herzfeld Group
35yrs
Top 7% by experience in Largo
Primerica Advisors
35yrs
Top 8% by experience in Largo