Karen L. Hayes
2014Annual
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Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Blue Sky Yoga--payment for teaching yoga classes
- Haves, Harkey, Smith & Cascio, law partnership
As filed
National Fuel Gas Company (common) — Int/Div
JP Morgan Chase chking and savings accounts — None
Centurylink Inc( fka Century Telephone Enterprises) — Int/Div
Regions Bank chking and savings accounts — None — Closed
American Funds New Perspective Fund Class (A) — Int/Div
U.S. Bancorp — Int/Div
ExxonMobil Corp — Int/Div
Building Co(pturshp in commdm) last apr. 10/1999 — Distribution
Argent IRA Managed Asset Portfolio 4 — Int/Div
Argent 401(k) Managed Asset Portfolio 4 — Int/Div
Wells Fargo Bank N.A. (cash account) — Interest
Income — 12/312014 — Blue Sky Yoga--payment for teaching yoga classes — SK33.00
Spouse's income — 11273172014 — Haves, Harkey, Smith & Cascio, law partnership
Part VII, line 8. Date of last appraisal was October of 1999
Part VII, lines 9 and 10 Argent Advisors is currently managing portfolios for Karen Hayes (Argent IRA Managed Asset Portfolio 4) and [JIN (Argent
401(k) Managed Asset Portfolio 4). MAP is an automated mutual fund allocation program which uses no load mutual funds to meet its investment objective.
Clients can select from six different MAP portfolios based on the investors’ return objectives and risk attitudes. The MAP 4 portfolio is composed of 60% stocks
and 40% bonds and is normally selected by mvestors who are interested in total return and use income to reduce risk. Funds are not held in the client's names, nor
do the clients have individual ownership at the fund level. Fund selection is exclusively Argent Advisor's and no client has veto ability in the MAP program. The
investment asset is the portfolio, not the underlying assets,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.