Hannah Joy Moore
CFP®Professional Summary
Hannah Joy Moore, CFP®, who also goes by Hannah Joy Westby, Hannah Westby, is a registered financial advisor currently at GUIDING WEALTH MANAGEMENT, LLC located in Richardson, Texas. Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Hannah has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hannah Joy Westby, Hannah Westby
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
GUIDING WEALTH MANAGEMENT, LLC | GUIDING WEALTH, LLC
Contact Information
Main Address
2007 N. Collins Blvd Ste 503, Richardson, TX 75080Phone Number
(214) 810-3835# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
198AUM (Assets Under Management)
$59,431,009Similar 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.
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State Registrations and Notice Filings
(3/8/2024)
(3/20/2015)
(8/8/2025)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Hannah Joy Moore's CRS (Customer Relationship Summary).
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