DP
CFA
DP
CFA

Debra Parant

25 Years of Experience
Austin, TX
Broker

Debra Parant is a CFA-designated registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 25 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
4,460 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$50K

USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.

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Location

300 West 6th Street, Suite 1900, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Debra works as a registered representative for USCA Securities, LLC since 2013 and as a financial advisor for US Capital Wealth Advisors, LLC since 2021. She dedicates minimal time to each role.

Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
June 2021 - Present · 5 yrs 3 mos
Usca Securities LLC
October 2013 - Present · 12 yrs 11 mos
Usca Securities LLCBroker
October 2013 - Present · 12 yrs 11 mos
Previous Registrations
Usca RIA LLC
March 2014 - June 2021 · 7 yrs 3 mos
Usca Asset Management LLC
August 2006 - March 2017 · 10 yrs 7 mos
Condera Securities, LLCBroker
May 2001 - October 2013 · 12 yrs 5 mos
Condera Securities, LLC
September 2000 - May 2008 · 7 yrs 8 mos
State Registrations8 states
ALCOCTMNNCPATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.