PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID R CHARLES

Welfare broker

DAVID R CHARLES

Mailing address (most recent filing)

1791 TWIN PINE BLVD

GULF BREEZE, FL 32563

Total comp: $98
Commissions: $98
Fees: $0
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for DAVID R CHARLES.

No sponsors where DAVID R CHARLES is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID R CHARLES

Welfare broker

DAVID R CHARLES

Mailing address (most recent filing)

1791 TWIN PINE BLVD

GULF BREEZE, FL 32563

Total comp: $98
Commissions: $98
Fees: $0
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for DAVID R CHARLES.

No sponsors where DAVID R CHARLES is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms