Annual financial disclosure for 2013, filed July 24, 2013. Includes 45 assets.
| Asset | Value |
|---|---|
Sterling Select Equity Mutual Fund | $50,001 - $100,000 |
Sterling Select Mid Cap Growth Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
BB&T Savings Account | $1,001 - $15,000 |
Wright Patman Federal Credit Union Savings Account | $15,001 - $50,000 |
Capital Bank Money Market Account | $50,001 - $100,000 |
Federated Bond Fund | $1,001 - $15,000 |
Federated MDT Large Cap | $1,001 - $15,000 |
Federated Clover Value Fund | $1,001 - $15,000 |
Bank of America Checking Account | $50,001 - $100,000 |
| $15,001 - $50,000 |
Hartford Insurance Variable Annuity | $100,001 - $250,000 |
MassMutual Insurance Flex Extra | $50,001 - $100,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
MassMutual Insurance Variable Annuity | $1,001 - $15,000 |
MassMutual Insurance MML Investors Select Variable Annuity | $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 IRA | $250,001 - $500,000 |
RBS Financial Services Account | $50,001 - $100,000 |
US 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 and Income Mutual Fund | $15,001 - $50,000 |
Invesco VanKampen Comstock Mutual Fund | $1,001 - $15,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
Western Carolina University Revenue Bond | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Mutual Fund | $15,001 - $50,000 |
Yadkin Valley Financial Corporation Stock | $1,001 - $15,000 |
American Equity Insurance Annuity | $15,001 - $50,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $10,001 - $15,000 |
Morgan Stanley Smith Barney Investment Account | N/A |
RS Investments Mutual Fund | $1,001 - $15,000 |
Oppenheimer Developing Markets | $15,001 - $50,000 |
Wells Fargo Advisors Investment Account | $1,001 - $15,000 |
American Funds (in the UBS Financial Services RMA) | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
UBS Financial Services RMA Municipal Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
