Randall Pickett, MBA, CIMA®

As a 36 year financial services veteran Randy founded The Pickett Group to assist individuals, families, foundations and businesses in developing, implementing and monitoring strategic wealth management strategies. Prior to joining LPL Financial in May 2022, Randy served as the Executive Director of Investments with Oppenheimer & Co.

Randy's extensive resume also includes his work as a Vice President for the Private Client Investment Services group of The Bank of New York and for Chase Manhattan Investment Services. He was also one of the founding members of Lockwood Financial Services Inc.’s first office in 1996, which was eventually acquired by The Bank of New York.

A graduate of the University of Texas at Austin with a Bachelor of Business Administration, Randy went on to receive his Master of Business Administration with a concentration in Investment Finance from Southern Methodist University. He is also a member of the Investment Management Consultants Association and has earned the Certified Investment Management Analyst (CIMA) designation through a program completed at The Wharton School at the University of Pennsylvania. Randall currently holds Series 7, 63, and 65 licenses with LPL Financial. In addition, since 2021, Randy has served as a member of the Investments and Wealth Institute (IWI) Ethics Committee.

A sixth generation Texas native, Randy currently resides in the Dallas Metropolitan area and in those rare times when you’ll find Randy away from the office, he’ll most likely be enjoying the outdoors whether he is boating, exercising, or cheering on the Texas Longhorn football team.