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ER

Eagan X. Rooney

CREDIT UNION INVESTMENT SERVICES
Durham, NC 27705
Some features on this profile are disabled
CRD#: 8003767
ER

Professional summary

Eagan Xavier Rooney is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Durham, North Carolina and SECU BROKERAGE SERVICES located in Durham, North Carolina.

Eagan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Eagan has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Eagan Xavier Rooney's 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 18, 2025 - Present

CREDIT UNION INVESTMENT SERVICES

Office #1: 3872 Guess Rd, Durham, NC 27705
RIA
CRD#: 144871
Durham, NC
Current

June 18, 2025 - Present

SECU BROKERAGE SERVICES

Office #1: 3872 Guess Road, Durham, NC 27705
BD
CRD#: 19899
Durham, NC
Past

March 21, 2025 - June 5, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

January 13, 2025 - June 5, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(6/18/2025)
IAR
North Carolina
(6/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/27/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/13/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/16/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CU
CREDIT UNION INVESTMENT SERVICES
CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.

CRD#: 144871 / SEC#:

North Carolina
Registered Investment Advisory firm - (9/5/2007 Approved)
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Contact information

Main Address
801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
Mailing Address
Po Box 26807, Raleigh, NC 27611
Phone number
(800) 451-5467
Established
Firm type
Fiscal year end
# of Employees
258

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 110,960

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

CREDIT UNION INVESTMENT SERVICES

CRD#: 144871Durham, NC 27705

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