TrueAdvisor
TrueAdvisor
CL
CL

Cody Matthew Lippert

Ima Advisory Services, INC.
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Ima Advisory Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K

Location

9171 Towne Centre Drive, Suite 100, San Diego, CA, 92122

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Ima Advisory Services, INC.
July 2025 - Present · 7 mos
Previous Registrations
Mma Securities LLC
January 2022 - July 2025 · 3 yrs 6 mos
Mma Securities LLCBroker
January 2022 - July 2025 · 3 yrs 6 mos
Mma Securities LLC
July 2020 - January 2022 · 1 yr 6 mos
Mma Securities LLCBroker
April 2020 - January 2022 · 1 yr 9 mos
Vanguard Marketing CorporationBroker
October 2018 - April 2020 · 1 yr 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.