Elizabeth Tulloch
Professional Summary
Elizabeth Tulloch, who also goes by Elizabeth Rosemary Burget, Elizabeth Rosemary Murphy, Elizabeth Rosemary Tulloch, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Auburn, Indiana. Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Elizabeth has worked at 3 firms and has passed the SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Elizabeth Tulloch, Elizabeth Rosemary Burget, Elizabeth Rosemary Murphy, Elizabeth Rosemary Tulloch
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC
Contact Information
Main Address
200 East 7th Street, Auburn, IN 46706Phone Number
(260) 927-1830# of Employees
130SEC notice filing (42 States and Territories)
Registered to provide investment advisory services in 42 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
13,723AUM (Assets Under Management)
$4,464,692,612Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC
State Registrations and Notice Filings
(6/5/2025)
(5/27/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2013About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Tulloch's CRS (Customer Relationship Summary).
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