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ET

Elizabeth Tulloch

CX INSTITUTIONAL
Auburn, IN 46706
Some features on this profile are disabled
CRD#: 6162673
ET

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Rosemary Burget | Elizabeth Rosemary Murphy | Elizabeth Rosemary Tulloch

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Tulloch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 5, 2025 - Present

CX INSTITUTIONAL, LLC

Office #1: 200 East 7th Street, Auburn, IN 46706
RIA
CRD#: 292627
Auburn, IN
Past

March 14, 2025 - May 23, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Fort Wayne, IN
Past

May 7, 2018 - September 28, 2020

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN
Past

February 19, 2013 - February 21, 2017

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CX INSTITUTIONAL, LLC
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA
Registered Investment Advisory firm - (3/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(6/5/2025)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/18/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CX INSTITUTIONAL, LLC
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA
Registered Investment Advisory firm - (3/1/2018 Approved)
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Contact information

Main Address
200 East 7th Street, Auburn, IN 46706
Mailing Address
Phone number
(260) 927-1830
Established
Firm type
Fiscal year end
# of Employees
106

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)
ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts14,284
AUM (Assets Under Management)$ 4,121,239,331

Red Flags

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.

Company Information

CX INSTITUTIONAL, LLC

CRD#: 292627Auburn, IN 46706

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