Annual financial disclosure for 2013, filed May 15, 2013. Includes 45 assets.
| Asset | Value |
|---|---|
Sterling Select Equity Mutual Fund | $50,001 - $100,000 |
Sterling Select Mid Cap Growth Mutual Fund | $50,001 - $100,000 |
Federated Intermediate Tax Free Investment Fund |
| $100,001 - $250,000 |
BB&T Savings Account | $1,001 - $15,000 |
Wright-Pattman Federal Credit Union Savings Account | $15,001 - $50,000 |
Wells Fargo Advisors Cap Asset Management Account | $50,001 - $100,000 |
Federated Bond Fund | $1,001 - $15,000 |
Federated MDT Large Cap Fund | $1,001 - $15,000 |
Federated Clover Value Fund | $1,001 - $15,000 |
| $15,001 - $50,000 |
Bank of North Carolina Stock | $15,001 - $50,000 |
Hartford Insurance Variable Annuity | $100,001 - $250,000 |
MassMutual Insurance Flex Extra Annuity | $50,001 - $100,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
MassMutual Insurance Variable Annuity | $1,001 - $15,000 |
MassMutual Insurance Transitions Select Variable | $100,001 - $250,000 |
Phoenix Life Insurance Annuity | $15,001 - $50,000 |
State Employees Credit Union Savings Account | $1,001 - $15,000 |
UBS Financial Services Resource Management Account | $250,001 - $500,000 |
UBS Financial Services IRA | $15,001 - $50,000 |
78 acre farm Henry County, Virginia, US | $50,001 - $100,000 |
Condo Watauga County, North Carolina, US | $250,001 - $500,000 |
NewBridge Bank Stock | $1,001 - $15,000 |
Invesco VanKampen Equity | $1,001 - $15,000 |
Invesco VanKampen Comstock Mutual Fund | $1,001 - $15,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
Western Carolina University R&D Bond | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Fund | $1,001 - $15,000 |
Yadkin Valley Financial Corporation Stock | $1,001 - $15,000 |
American Equity Insurance | $50,001 - $100,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $50,001 - $100,000 |
Morgan Stanley Smith Barney Investment Account | N/A |
RS Investments Mutual Fund | $1,001 - $15,000 |
Oppenheimer Developing Markets Fund | $15,001 - $50,000 |
Morgan Stanley Wells Fargo Advisors Investment Account | $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| N/A |
UBS Financial Services RMA | N/A |
| $100,001 - $250,000 |
Oppenheimer Limited Term Municipal Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
