鹿凌峰首次入选《福布斯》/ SHOOK Research 2026 年德州顶尖金融保障专业人士榜单

(美南新闻休斯顿讯) 《福布斯》於 2026 年 7 月9日发佈由 SHOOK Research 评选的 Forbes | SHOOK Best-In-State Top Financial Security Professionals 榜单。鹿凌峰先生在职业生涯进入第九年之际，代表 Lumina Wealth｜New York Life 位於德克萨斯州Conroe办公室首次入选榜单，并在德州南部地区排名第 26 位。

榜单中的专业人士由独立研究机构 SHOOK Research 根据多项定性与定量标準进行研究、尽职调查及综合评估后选出。

专业表现深受肯定

根据《福布斯》公佈的榜单资料，鹿凌峰先生所服务典型客户的净资產范围為 $100 万至 $ 4 亿美元，其所管理的人寿保险保单总保额达$ 3.02 亿美元。此次入选体现了其在金融保障规划、客户服务及保单管理方面的专业表现，也反映了客户长期以来给予他的信任。

鹿凌峰是 Lumina Wealth LLC 的创始人兼财富顾问，同时担任 Eagle Strategies LLC 的投资顾问代表，以及 NYLIFE Securities LLC 的註册代表，FINRA 註册编号為 6888866。他已通过美国金融业监管局（FINRA）证券行业基础考试（SIE），并持有 Series 6、Series 7、Series 63 及 Series 65 证券註册资格，同时持有人寿与健康保险、残疾收入保险及长期护理保险相关执照。

鹿凌峰先生秉持“己所不欲，勿施於人”的服务理念，并以此作為為客户制定每一项规划与建议时的重要準则。

鹿凌峰於 2018 年 2 月加入纽约人寿，并通过 NYLIFE Securities LLC 提供证券相关產品及服务，目前已进入在公司的第九个年头。他凭藉説明客户应对日益重视财富保护、风险保障及财富传承的金融环境而获得此次认可。

“我们非常荣幸看到鹿凌峰入选这一享有盛誉的榜单，”纽约人寿休士顿总办公室管理合伙人 Robert Hodgkiss 表示，“长期以来，纽约人寿一直深知鹿凌峰是我们团队中一位非常宝贵的成员。他也為所在社区中眾多家庭及企业提供了重要的服务与支援。”

鹿凌峰毕业于明尼苏达州立大学莫尔黑德分校，获得工商管理学士学位。鹿凌峰分别在亚利桑那州凤凰城及德克萨斯州休斯顿设有办公室，致力於為个人、家庭和企业主提供金融保障、退休、投资及财富传承方面的规划服务。

有关《福布斯》全美各州顶尖金融保障专业人士榜单及排名方法的更多资讯，请访问：

https://www.forbes.com/lists/best-in-state-financial-security-professionals/

鹿凌峰的《福布斯》个人排名页面：https://www.forbes.com/profile/lingfeng-lu/?list=best-in-state-financial-security-professionals

联繫方式

电话: 480-275-0757 | 832-938-6665

Email: LLU@LuminaWealthLLC.com

Website: LuminaWealthLLC.com

SHOOK Disclosures

The Forbes | SHOOK® Top Financial Security Professionals and Best-In-State Financial Security Professionals rankings are the product of SHOOK Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of December 31, 2025. Published by Forbes (July 2026).

SHOOK Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each professional across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management, sales figures, and revenue generated for their firms. Financial Security Professional ("FSP") refers to those professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.

Investment performance is not a criterion, as client objectives and risk tolerances vary and these professionals rarely have audited performance reports. SHOOK Research's rankings are intended to help investors identify and evaluate financial services professionals and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific financial services professional. SHOOK Research does not assume any liability for actions taken based on the rankings.

Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of SHOOK Research's methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.

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