Centennial State Wealth Advisors, Doug Applegate, Raymond James

Mar 2023

Please avoid this company at all cost. I have been a client of Doug Applegate's for three years.I called all of the shots as he had no idea. Nine months ago or so, I pulled out my stocks and bonds as sadly, everything is falling apart in our country.He told me...."well, the stock market went up today..." Really?I had already lost several thousand dollars.He branched out and hired a guy named Joe. Doug admitted that to me that he was "overwhelmed".They moved the office to a different suite; my guess is that it's due to downsizing from losses of clients.If you are (R) voter.....avoid these two! Doug's pride got in the way and I was "sent" to Raymond James Central.BTW.....Raymond James is the company over-seeing Centennial Wealth Advisors.I had a phone appt. set for yesterday with Joe, he never called. I called the office today and he refused to speak to me. However, he managed an e-mail telling me that I "made it clear that their perspectives don't align with what is important to me". In other words, my political preference is not theirs. If your financial situation is worse than it was two ago, then this company will make sure to keep it that way. Republicans need not apply!