Logan D. Lum

MBA
  • Financial Advisor
  • Investment Advisor Representative
After earning a Bachelor’s degree in Psychology, Logan advanced his studies at Northeastern University, where he completed a dual master’s program. He earned both an MBA with a concentration in data analytics and a Master’s in Accounting in the short span of 15 months. Following graduation, he worked as a financial auditor at Ernst & Young, gaining significant experience in auditing and financial analysis.
Logan is currently a Financial Advisor with Barnum Financial Group, a holistic financial planning and wealth management firm that supports clients in achieving their financial goals through services such as wealth management, retirement planning, tax strategies, and asset protection. Drawing on his expertise in business and psychology, Logan takes a highly personalized approach, working closely with each client to build strong relationships and provide tailored guidance that helps them achieve their unique financial objectives.

 

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in MA

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!