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Jennilene Cabero Guico

Advisor at Wells Fargo Clearing — Enterprise, AL

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Enterprise, AL 36330

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,489 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Jennilene Guico is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Wells Fargo Bank since 2013 and at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics from its investment institute alongside third-party data to inform its investment approach.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Enterprise, AL

619 Boll Weevil Circle

Enterprise AL 36330

Advisors at this office

1

Most active in

Alabama

Work history

8 years of industry experience

Wells Fargo Clearing Services, LLC.

2018 - Present • 8 years

Dothan, AL

Wells Fargo Bank

2016 - Present • 10 years

Dothan, AL

Wells Fargo Bank

2013 - 2016 • 3 years

Whittier, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Clarence C

Series 65

Enterprise, AL

Attainable Wealth LLC

Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Brian M

Series 65

Enterprise, AL

BWB Advisory Group

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

Options & derivatives strategies Annuities
user avatar

William H

Series 63, Series 66

Enterprise, AL

Arkadios Wealth Advisors

William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael T

CFP®, Series 66

Enterprise, AL

Vanderbilt Advisory Services

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Christine M

Series 66

Enterprise, AL

First Command Advisory Services

Christine Meitzler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked exclusively with First Command entities since 2018, following a thirteen-year tenure in the education sector. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Terri R

Series 63, Series 65

Enterprise, AL

First Command Advisory Services

Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several First Command affiliates since 2024. Prior to her financial services career, she held roles with Kelly Education and Carthage Central School District. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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