Annual financial disclosure for 2010, filed August 16, 2010. Includes 56 assets.
| Asset | Value |
|---|---|
Alabama Power 5.875 | N/A |
| $15,001 - $50,000 | |
Ariel Appreciation Fund (Not Self-Directed) |
| $1,001 - $15,000 |
Ariel Appreciation Fund (Not Self-Directed) | $1,001 - $15,000 |
Eaton Vance Traditional Equity Fund | $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
BlackRock MuniHoldings Insured Fund | $15,001 - $50,000 |
Brandywine Blue Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Davis New York Venture Fund - IRA | $1 - $1,000 |
Deutsche Bank 6.625% Preferred | $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Tax-Managed Fund | $15,001 - $50,000 |
Eaton Worldwide Health Sciences Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Evergreen Investments - IRA (Not Self-Directed) | $1,001 - $15,000 |
ING Investments - IRA (Not Self-Directed) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
High Point NC 3.5% High Point, NC, US | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Laboratory of America | N/A |
Lot - 1.36 acres Burke County, North Carolina Burke County, NC, US | $15,001 - $50,000 |
Lot 515/517 N Poplar St., Charlotte, NC (1/2 interest) Charlotte, NC, US | $50,001 - $100,000 |
Market Vectors Gold | N/A |
| N/A |
Mechanics & Farmers Bank | $1,001 - $15,000 |
NC State Employees Credit Union (Not Self Directed) NC, US | $15,001 - $50,000 |
| $1,001 - $15,000 |
Nicholas Applegate Intl & Premium Strategy FD | $15,001 - $50,000 |
| $15,001 - $50,000 |
Nuveen Equity Premium Income Fund | $50,001 - $100,000 |
Park Plaza Office LP | $100,001 - $250,000 |
| $1,001 - $15,000 |
| N/A |
| N/A |
Rainier Investment Management Midcap Equity | $1,001 - $15,000 |
Rainier International Management Mutual Fund Mid Cap - IRA | N/A |
Royce Premier Fund - IRA | N/A |
Rydex Sector Rotation Fund | $1,001 - $15,000 |
Rydex Series Trust Energy Services Fund | $1 - $1,000 |
| N/A |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Transamerica - IRA (Not Self Directed) | $1,001 - $15,000 |
Wells Fargo | $1,001 - $15,000 |
| $1,001 - $15,000 |
Wells Fargo - IRA | $15,001 - $50,000 |
Wells Fargo - Money Market Account | $50,001 - $100,000 |
Wells Fargo % PFD | $15,001 - $50,000 |
Westside 2000, Ltd (Land Partnership) | $15,001 - $50,000 |
