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
JAMES E DAVID

Welfare broker

JAMES E DAVID

Mailing address (most recent filing)

2850 TOWNSIDE LAKE CT

BISHOP, GA 30621

Total comp: $108
Commissions: $108
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for JAMES E DAVID.

No sponsors where JAMES E DAVID 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
JAMES E DAVID

Welfare broker

JAMES E DAVID

Mailing address (most recent filing)

2850 TOWNSIDE LAKE CT

BISHOP, GA 30621

Total comp: $108
Commissions: $108
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for JAMES E DAVID.

No sponsors where JAMES E DAVID 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