Annual financial disclosure for 2011, filed May 16, 2011. Includes 49 assets.
| Asset | Value |
|---|---|
BB&T Select Equity Mutual Fund | $50,001 - $100,000 |
BB&T Mid Cap Growth Mutual Fund (jointly held with BB&T Mid Cap Value Mutual Fund) | $50,001 - $100,000 |
BB&T Mid Cap Value Mutual Fund |
| $100,001 - $250,000 |
Free Investment Fund | $15,001 - $50,000 |
BB&T Savings Account | $1,001 - $15,000 |
Wright Pattman Federal Credit Union Savings Account | $15,001 - $50,000 |
Wells Fargo Advisors Cap Account (renamed from Wachovia) | $50,001 - $100,000 |
Federated Bond Value Fund | $1,001 - $15,000 |
Federated Bond MDT Large Cap Value Fund | $15,001 - $50,000 |
Federated Bond Clover Value Fund | $1,001 - $15,000 |
Bank of America Checking Account | $50,001 - $100,000 |
Bank of North Carolina Stock | $15,001 - $50,000 |
Hartford Insurance Variable Annuity | $100,001 - $250,000 |
MassMutual Insurance Flex Extra Annuity | $10,001 - $50,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
Transamerica Insurance Variable Annuity | $10,001 - $15,000 |
MassMutual Transitions Select Variable Annuity | $50,001 - $100,000 |
Phoenix Life Insurance Annuity | $15,001 - $50,000 |
State Employees Credit Union Savings | $1,001 - $15,000 |
Merrill Lynch Cash Management Account | N/A |
Merrill Lynch IRA | N/A |
UBS Financial Services Resource Management Account | $250,001 - $500,000 |
UBS Financial Services IRA | $15,001 - $50,000 |
78 acre farm, Henry County, Virginia Henry County, Virginia, US | $100,001 - $250,000 |
Condo, Watauga County, North Carolina Watauga County, North Carolina, US | $250,001 - $500,000 |
NewBridge Bank Stock | $50,001 - $100,000 |
Invesco VanKampen Equity and Income (Invesco and VanKampen Comstock Fund merged) | $1,001 - $15,000 |
Invesco VanKampen Comstock Mutual Fund (Invesco and VanKampen Comstock Fund merged) | $1,001 - $15,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
Wachovia Carolina University R&D Bond | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Mutual Fund | $1,001 - $15,000 |
Kodak Financial Corporation Stock | $1 - $1,000 |
American Equity Insurance Annuity | $15,001 - $50,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $15,001 - $50,000 |
Morgan Stanley Smith Barney Investment Account | $15,001 - $50,000 |
RS Investments Mutual Fund | $15,001 - $50,000 |
Oppenheimer Developing Markets Mutual Fund | $1,001 - $15,000 |
Morgan Stanley (in the Merrill Lynch CMA) | $15,001 - $50,000 |
Federated Kaufman Fund (in the Merrill Lynch CMA) | $1 - $1,000 |
Davis NY Venture (in the Merrill Lynch CMA) | $1 - $1,000 |
Merrill Communications (in the Merrill Lynch CMA) | $1 - $1,000 |
Morgan Stanley Smith Barney Investment Account | $1,001 - $15,000 |
| $5,001 - $15,000 |
| $1,001 - $5,000 |
| $1,001 - $5,000 |
| $1,001 - $5,000 |
| $1,001 - $15,000 |