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 W HARLESS

Welfare broker

DAVID W HARLESS

Mailing address (most recent filing)

3412 MANOR GROVE CIRCLE

GLEN ALLEN, VA 23059

Total comp: $13K
Commissions: $13K
Fees: $0
Filings: 5
Sponsors: 5

Not enough current filings to build analytics for DAVID W HARLESS.

No sponsors where DAVID W HARLESS 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 W HARLESS

Welfare broker

DAVID W HARLESS

Mailing address (most recent filing)

3412 MANOR GROVE CIRCLE

GLEN ALLEN, VA 23059

Total comp: $13K
Commissions: $13K
Fees: $0
Filings: 5
Sponsors: 5

Not enough current filings to build analytics for DAVID W HARLESS.

No sponsors where DAVID W HARLESS 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