ABERDEEN GLOBAL HIGH JHYIX |
Global bond fund |
Stocks, Bonds or Mutual Funds |
N/A |
American Campus Communities, Inc. (ACC) |
REIT |
Stocks, Bonds or Mutual Funds |
N/A |
Annaly Capital Management, Inc. (NLY) |
REIT |
Stocks, Bonds or Mutual Funds |
N/A |
Apollo Commercial Real Estate (ARI) |
REIT |
Stocks, Bonds or Mutual Funds |
N/A |
AT&T INC T |
Telecom |
Stocks, Bonds or Mutual Funds |
N/A |
BB&T CORPORATI 5.2% PFD BBT+F |
Financial services |
Stocks, Bonds or Mutual Funds |
N/A |
CHEVERON CVX |
Energy |
Stocks, Bonds or Mutual Funds |
N/A |
CINTAS CORP CTAS |
Business services |
Stocks, Bonds or Mutual Funds |
N/A |
CINTAS CORP CTAS |
Business services |
Stocks, Bonds or Mutual Funds |
N/A |
Crown Castle International Corp. (CCI) |
REIT |
Stocks, Bonds or Mutual Funds |
N/A |
Crown Castle International Corp. (REIT) (CCI) (SPOUSE) |
Real estate REIT |
Stocks, Bonds or Mutual Funds |
N/A |
DCT Industrial Trust Inc. (DCT) |
REIT |
Stocks, Bonds or Mutual Funds |
N/A |
DE LUXE CORP DLX |
Business services |
Stocks, Bonds or Mutual Funds |
N/A |
DIGITAL REALTY TRUST INC DLR (SPOUSE) |
Real estate REIT |
Stocks, Bonds or Mutual Funds |
N/A |
DOUBLELINE TOTAL RETURN DBLTX |
Fixed income fund |
Stocks, Bonds or Mutual Funds |
N/A |
FACEBOOK INC FB |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
Federated Instl High Yield Bond (FIHBX) |
high yield bond fund |
Stocks, Bonds or Mutual Funds |
N/A |
ISHARES U.S. PREFERRED ETF IV PFF |
index |
Stocks, Bonds or Mutual Funds |
N/A |
JPMorgan Alerian MLP ETN (AMJ) (SPOUSE) |
energy limited partnership |
Stocks, Bonds or Mutual Funds |
N/A |
JPMorgan Alerian MLP ETN (AMJ) |
energy limited partnership |
Stocks, Bonds or Mutual Funds |
N/A |
Keokea Makai LLC |
LLC |
Stocks, Bonds or Mutual Funds |
N/A |
Kinder Morgan 9.75% PFD KMI=A |
oil & gas |
Stocks, Bonds or Mutual Funds |
N/A |
KINDER MORGAN INC KMI |
oil & gas |
Stocks, Bonds or Mutual Funds |
N/A |
Main Street Capital MAIN |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
Makana Kai LLFP (JOINT) |
LLFP |
Business ownership |
N/A |
Medtronic PLC MDT |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
NAVIENT CORP 6%PFD (JSM) |
exchange-traded debt security |
Stocks, Bonds or Mutual Funds |
N/A |
NEW YORK CMNTY BANCORP NYCB |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
NEXTERA ENERGY INC NEE |
utilities |
Stocks, Bonds or Mutual Funds |
N/A |
NUVEEN HIGH YIELD MUNI NHMRX (SPOUSE) |
bond fund |
Stocks, Bonds or Mutual Funds |
N/A |
NUVEEN HIGH YIELD MUNI NHMRX |
bond fund |
Stocks, Bonds or Mutual Funds |
N/A |
Osterweis Strategic Income (OSTIX) (SPOUSE) |
high yield bond |
Stocks, Bonds or Mutual Funds |
N/A |
Osterweis Strategic Income (OSTIX) |
high yield bond fund |
Stocks, Bonds or Mutual Funds |
N/A |
PEBBLEBROOK HOT 6.5% PFD PEB+C |
hotel reit |
Stocks, Bonds or Mutual Funds |
N/A |
PIMCO Income Instl (PIMIX) |
multisector bond |
Stocks, Bonds or Mutual Funds |
N/A |
PNC FINANCIAL 5.375% PFD PNC+Q |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
PNC FINANCIAL SERVICES |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
POWERSHARES CEF INC PCEF (SPOUSE) |
income composite fund |
Stocks, Bonds or Mutual Funds |
N/A |
POWERSHARES CEF INC PCEF |
income composite fund |
Stocks, Bonds or Mutual Funds |
N/A |
PowerShares Preferred ETF (PGX) |
preferred stock |
Stocks, Bonds or Mutual Funds |
N/A |
PROSPECT CAPITAL CO PSEC |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
Stanley H. Roehrig, AAL, ALC |
Business ownership |
business ownership |
N/A |
TAUBMAN CENTER 6.5% PFD TCO+J |
real estate REIT |
Stocks, Bonds or Mutual Funds |
N/A |
THERMO FISHER SCNT TMO (SPOUSE) |
healthcare med labs & research |
Stocks, Bonds or Mutual Funds |
N/A |
VERIZON COMMUNICATIONS VZ (SPOUSE) |
telecom |
Stocks, Bonds or Mutual Funds |
N/A |
WABTEC WAB |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
Watsco, Inc. WSO (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |