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Samuel Gill Warner

Full Sail Capital, LLC

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About Samuel Gill Warner

Samuel Warner is a licensed Investment Advisor Representative in Oklahoma. Samuel is currently registered with Full Sail Capital, LLC. Samuel has a Series 65 license. Samuel has been in the industry for over 10 years. Samuel's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, and Selection of Other Advisors. Samuel has experience working with a wide range of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit sharing plans and state or municipal government entities. Samuel has also worked with clients in the Real Estate Industry. Samuel is an active member of the industry and keeps up to date on the latest trends and regulations. Samuel's goal is to help clients achieve their financial goals through sound investment advice.

Firm Information

Samuel Warner is currently registered with Full Sail Capital, LLC. Full Sail Capital, LLC is an investment advisor based in Oklahoma City, OK. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal government entities. The firm offers a range of advisory services, including financial planning, portfolio management, and selection of other advisors.
Full Sail Capital, LLC

124 N.W. 10TH ST

OKLAHOMA CITY, OK 73103

$1.83B

Assets Under Management

19

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Warner’s Registration & Firm History

OK

07/24/2024 - Present

Full Sail Capital, LLC (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 07/24/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Gill Warner.
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