Broker not willing to share taxes & P&Ls?

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April 11, 2026

by an investor from Purdue University in San Francisco, CA, USA

Is this normal? I provided proof of funds, signed NDA, but broker is refusing until I submit an LOI and a 40k deposit. I've worked with plenty of others who weren't this strict.
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Reply by a searcher
from University of Wisconsin in United States
Sounds like someone that is just trying to make $40k off of you.
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Reply by a searcher
from Dartmouth College in Cary, NC, USA
That is a red flag.
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