Annual financial disclosure for 2010, filed May 17, 2010. Includes 42 assets.
| Asset | Value |
|---|---|
BB&T Select Equity Mutual Fund (previously named Large Cap Growth Equity Fund) | $50,001 - $100,000 |
BB&T Mid Cap Growth Mutual Fund (merged Mid Cap Growth Fund into Mid Cap Value Fund) | $15,001 - $50,000 |
BB&T Mid Cap Value Mutual Fund | $50,001 - $100,000 |
A & B Funds | $1,001 - $15,000 |
BB&T NC Intermediate Tax Free Bond Fund | $15,001 - $50,000 |
BB&T Bank Savings Account | $15,001 - $50,000 |
Wright Patman Federal Credit Union Account | $50,001 - $100,000 |
Wachovia Cap Asset Management Account | $15,001 - $50,000 |
Pioneer Bond Fund (previously named Federated Bond Fund) | $1,001 - $15,000 |
Federated Bond Fund Large Cap Mutual Fund (previously named Federated Bond Large Cap Mutual Fund) | $1,001 - $15,000 |
Federated Bond Clover Value Fund | $1,001 - $15,000 |
Federated Bond American Leaders Fund | $1,001 - $15,000 |
Bank of America Checking Account | $15,001 - $50,000 |
| $50,001 - $100,000 |
Hartford Insurance Variable Annuity | $50,001 - $100,000 |
MassMutual Insurance Flex Extra Annuity | $100,001 - $250,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
Phoenix Life Insurance Annuity | $15,001 - $50,000 |
State Employees Credit Union Savings Account | $1,001 - $15,000 |
Merrill Lynch Cash Management Account | $500,001 - $1,000,000 |
Merrill Lynch IRA | $500,000 - $500,000 |
78 acre farm Henry County, Virginia, US | $100,001 - $250,000 |
Condo Watauga County, North Carolina, US | $250,001 - $500,000 |
NewBridge Bank Stock | $1,001 - $15,000 |
Voya Equity and Income Fund | $1,001 - $15,000 |
Vankampen Comstock Mutual Fund | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Mutual Fund | $1,001 - $15,000 |
Yadkin Financial Corporation Stock (previously Yadkin Valley Bank and Trust) | $1,001 - $15,000 |
American Equity Insurance Annuity (formerly named OM Financial Life) | $1,001 - $15,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $15,001 - $50,000 |
MassMutual Insurance Variable Annuity | $1,001 - $15,000 |
MassMutual Insurance Trust | $50,001 - $100,000 |
MassMutual Transitions Select Variable Annuity | $100,000 - $100,000 |
Morgan Stanley Smith Barney Investment Account (previously named Smith Barney) | $15,001 - $50,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
RBC Bank | $1,001 - $15,000 |
University of North Carolina | $1,001 - $15,000 |
| $1,001 - $15,000 |
Merrill Lynch CMA & IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |