Edward Anthony Orell

Current Employers

Employment History

• 02/1996 → 04/2017
  Self Employed
  Wellington, FL
• 04/2017 → Present
  Orell Financial, Inc.
  Alpharetta, GA
• 01/2024 → Present
  Bulletproof Financial
  Wellington, FL
• 08/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 11/2019 → Present
  Pres Financial
  Alpharetta, GA
• 11/2017 → 06/2019
  Appreciation Financial
  Wellington, FL

Previous Registrations

• 2019-01-31 → 2019-07-15
  Verity Asset Management
  Wellington, FL
  Durham, NC
• 2016-06-15 → 2017-11-16
  Horter Investment Management, Llc
  Wellington, FL
  Cincinnati, OH

Other Businesses

1. Bulletproof Financial - Officer - 01/2024 - present - Investment related - Officer Duties of Bulletproof Financial - 107 Townsend Pass, Alpharetta, GA 30004. This will encompass approximately 0% of business hours. 2. Bulletproof Financial - Fixed Insurance Sales - 01/2024 - present - Investment related - Life, health, long term care, annuity, insurance sales - 107 Townsend Pass, Alpharetta, GA 30004. This will encompass approximately 0% of business hours. 3. PRES Financial - 11/2019 - present - Investment related - DBA of Bulletproof Financial - 107 Townsend Pass, Alpharetta, GA 30004. This will encompass approximately 100% of business hours. 4. Orell Financial - 04/2017 - present - Investment related - insurance sales - 107 Townsend Pass, Alpharetta, GA 30004. This will encompass approximately 0% of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-24

Other Names

• Edward Orell