Advisors at this firm
Deion H
Series 66
San Antonio, TX
San Antonio Wealth, LLC
Deion Hardy is a financial advisor at San Antonio Wealth, LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at CJ CPAs, Edward Jones, and Force Asset Management, among others. Outside of finance, he has worked in various business and service roles, including utility services and entrepreneurial ventures. San Antonio Wealth, LLC provides financial consulting and investment management services to individual investors and small businesses, focusing on portfolio management and asset allocation primarily through no-load or low-load mutual funds and ETFs. The firm employs a core-and-satellite asset allocation approach with both passive and active index products and is notable for its readiness to use advanced trading strategies and to delegate discretionary management to sub-advisers.
Dionelle R
Series 66
San Antonio, TX
San Antonio Wealth, LLC
Dionelle Rucker is a financial advisor at San Antonio Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Torres Financial Services, Inc. Outside of his advisory role, Mr. Rucker is the owner and president of Rucker Financial Group, LLC, a business providing office services to local small businesses. San Antonio Wealth, LLC offers financial consulting and investment management services primarily to individual investors and small businesses. The firm employs a core-and-satellite approach to asset allocation, using both passive and active index products, and applies fundamental and technical analysis with the capacity to utilize advanced strategies such as short-selling, leverage, margin, and derivatives.