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Debra Schaper Parant

U.s. Capital Wealth Advisors, LLC

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About Debra Schaper Parant

Debra Parant is a financial advisor with over 20 years of experience in the industry. Debra is a Chartered Financial Analyst and has a Series 65 and Series 63 license. She is currently registered with U.S. Capital Wealth Advisors, LLC in Austin, Texas. Previously, Debra worked with Condera Securities, LLC in Houston, Texas. Debra has a strong background in investment banking, portfolio management and financial planning. Debra is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Debra Parant is currently registered with U.s. Capital Wealth Advisors, LLC. U.S. Capital Wealth Advisors, LLC is an investment advisor based in Houston, TX, managing over $6.8 billion in assets for a diverse clientele, including individuals, businesses, charities, and retirement plans. The firm provides a comprehensive suite of advisory services including financial planning, pension consulting, and portfolio management, with a focus on personalized strategies and client-centric solutions.
U.s. Capital Wealth Advisors, LLC

4444 WESTHEIMER RD.

HOUSTON, TX 77027

$6.82B

Assets Under Management

1

Total Clients

75

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Debra Parant’s Registration & Firm History

TX

06/30/2021 - Present

U.s. Capital Wealth Advisors, LLC (AUSTIN TX)

TX

05/21/2001 - 10/01/2013

CONDERA SECURITIES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/18/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/16/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/02/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Schaper Parant.
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