Wyatt Beard Involved in Investor Dispute

Wyatt Beard (CRD #: 7298200), a broker registered with Charles Schwab & Company,was the subject of an investor dispute, according to his BrokerCheck record, accessed on June 28, 2025. Read on if you have questions about his alleged conduct as a broker.[vary this]

Investor Dispute

On April 29, 2025, an investor alleged that Wyatt Beard provided poor advice in April 2025 concerning the liquidation of a position and the management of a margin call. The client sought $418,389.95 but the firm denied the dispute.

Investors should be aware, however, that firms can deny disputes without an outside review. It’s still possible to recover damages following a denial and investors may want to seek out FINRA arbitration.

FINRA Rule 2010

FINRA Rule 2010 holds brokers to high standards of commercial honor and just and equitable principles of trade.

Background Information

Wyatt Beard has passed the following exams:

• National Commodity Futures Examination – Series 3
• General Securities Representative Examination – Series 7TO
• Securities Industry Essentials Examination – SIE
• Uniform Securities Agent State Law Examination – Series 63

Wyatt Beard is a registered broker in 50 states and the District of Columbia.

He has also worked for TD Ameritrade (CRD#:7870).

Kurta Law Can Help

If you worked with Wyatt Beard and you have concerns about your investments, please contact us today at 877-600-0098 or info@kurtalawfirm.com for a free consultation.

For over 20 years, Kurta Law has advocated on behalf of investors who want to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf.