Best Investors Account Sign in
Inactive

Samuel Gill Warner

Mercer Global Advisors Inc.

Oklahoma City, OK

Denver, CO

CRD 7935144

Claim This Profile
Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-06-16
  • OK RA
    APPROVED
    Since 2025-06-16

Branch Locations

124 Northwest 10Th Street, Oklahoma City, OK 73103 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Tulsa OK 06/2014 01/2019
Lifetime Fitness Tulsa OK 01/2019 02/2020
Unemployed Tulsa OK 02/2020 04/2020
Papa John's Tulsa OK 04/2020 06/2020
Brigham Young University Provo UT 06/2020 04/2021
6 Brothers Pest Control Boise ID 04/2021 08/2021
Brigham Young University Provo UT 08/2021 04/2022
6 Brothers Pest Control Boise ID 04/2022 08/2022
Brigham Young University Provo UT 08/2022 05/2023
Northrock Companies Draper UT 05/2023 12/2023
Brigham Young University Provo UT 12/2023 06/2024
Full Sail Capital, Llc Oklahoma City OK 06/2024 06/2025
Mercer Global Advisors Inc. Oklahoma City OK 06/2025 Present
  • 06/2014 → 01/2019
    Student
    Tulsa, OK
  • 01/2019 → 02/2020
    Lifetime Fitness
    Tulsa, OK
  • 02/2020 → 04/2020
    Unemployed
    Tulsa, OK
  • 04/2020 → 06/2020
    Papa John's
    Tulsa, OK
  • 06/2020 → 04/2021
    Brigham Young University
    Provo, UT
  • 04/2021 → 08/2021
    6 Brothers Pest Control
    Boise, ID
  • 08/2021 → 04/2022
    Brigham Young University
    Provo, UT
  • 04/2022 → 08/2022
    6 Brothers Pest Control
    Boise, ID
  • 08/2022 → 05/2023
    Brigham Young University
    Provo, UT
  • 05/2023 → 12/2023
    Northrock Companies
    Draper, UT
  • 12/2023 → 06/2024
    Brigham Young University
    Provo, UT
  • 06/2024 → 06/2025
    Full Sail Capital, Llc
    Oklahoma City, OK
  • 06/2025 → Present
    Oklahoma City, OK
Previous Registrations
  • 2024-07-24 → 2025-12-23
    Full Sail Capital, Llc
    Oklahoma City, OK
Other Businesses

1. Warner and Neil Holdings LLC; Investment-related; 5711 East 109th Place, Tulsa, OK 74137; Rental Property Investment; CEO, CIO, Managing Partner; 02/15/2022; Less than 1 hr. per month; 0 hrs. during trading hours; Led acquisition analysis, co-manage tenant relations, property operations, and financial performance review.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-24
  • S65 Uniform Investment Adviser Law Examination
    2024-07-24
Other Names
  • Sam Warner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Oklahoma City, OK

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor